+11.4%
APD vs SOXQ
+279.9%
-268.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | 0.0% |
| 7D | -3.5% | +2.3% | -5.8% | -3.9% |
| 30D | -5.1% | -3.9% | -1.2% | -4.5% |
| 3M | +6.9% | -4.7% | +11.6% | +6.6% |
| 6M | +8.1% | +47.9% | -39.8% | -3.1% |
| YTD | +21.2% | +64.3% | -43.1% | +5.5% |
| 1Y | +4.9% | +95.7% | -90.8% | -13.4% |
| 3Y | +6.3% | +231.5% | -225.2% | -28.4% |
| 5Y | +24.3% | +255.0% | -230.7% | -22.5% |
| All | +11.4% | +279.9% | -268.5% | -31.5% |
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 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