+101.4%
APA vs SOXQ
+98.3%
+3.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.3% | +0.7% |
| 7D | +4.6% | +0.8% | +3.8% | +4.7% |
| 30D | +11.9% | -4.6% | +16.5% | +11.2% |
| 3M | +22.5% | -10.2% | +32.6% | +22.0% |
| 6M | +37.5% | +49.7% | -12.1% | +48.4% |
| YTD | +87.2% | +67.2% | +19.9% | +97.7% |
| 1Y | +101.4% | +98.0% | +3.4% | +109.5% |
| All | +101.4% | +98.3% | +3.1% | +109.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling