+16.9%
APA vs SOXQ
+232.9%
-216.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.3% | +0.1% |
| 7D | +4.6% | +0.8% | +3.8% | +4.4% |
| 30D | +11.9% | -4.6% | +16.5% | +12.8% |
| 3M | +22.5% | -10.2% | +32.6% | +23.8% |
| 6M | +37.5% | +49.7% | -12.1% | +17.5% |
| YTD | +87.2% | +67.2% | +19.9% | +52.0% |
| 1Y | +101.4% | +98.0% | +3.4% | +51.0% |
| 3Y | +16.9% | +237.2% | -220.2% | -29.3% |
| All | +16.9% | +232.9% | -216.0% | -29.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling