+130.3%
APA vs SOXQ
+286.7%
-156.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.3% | -0.1% |
| 7D | +4.6% | +0.8% | +3.8% | +4.3% |
| 30D | +11.9% | -4.6% | +16.5% | +13.3% |
| 3M | +22.5% | -10.2% | +32.6% | +24.3% |
| 6M | +37.5% | +49.7% | -12.1% | +11.8% |
| YTD | +87.2% | +67.2% | +19.9% | +43.8% |
| 1Y | +101.4% | +98.0% | +3.4% | +41.8% |
| 3Y | +16.9% | +237.2% | -220.2% | -39.5% |
| 5Y | +178.4% | +261.3% | -82.8% | +32.4% |
| All | +130.3% | +286.7% | -156.4% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SOXQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling