+1.6%
APD vs SOXQ
+98.3%
-96.8%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.5% | -0.7% |
| 7D | -3.3% | +0.8% | -4.0% | -3.2% |
| 30D | -4.2% | -4.6% | +0.4% | -4.2% |
| 3M | +5.4% | -10.2% | +15.6% | +5.1% |
| 6M | +6.3% | +49.7% | -43.4% | +8.0% |
| YTD | +20.3% | +67.2% | -46.9% | +22.5% |
| 1Y | +1.6% | +98.0% | -96.4% | 0.0% |
| All | +1.6% | +98.3% | -96.8% | 0.0% |
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