+14.3%
APD vs SOXQ
+283.8%
-269.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.4% | -4.3% | -1.6% |
| 7D | -2.2% | +2.3% | -4.6% | -2.7% |
| 30D | +2.1% | -2.3% | +4.3% | +2.4% |
| 3M | +7.2% | -13.8% | +20.9% | +9.1% |
| 6M | +11.2% | +48.6% | -37.4% | -0.4% |
| YTD | +24.4% | +66.0% | -41.6% | +8.1% |
| 1Y | +6.7% | +107.9% | -101.2% | -13.2% |
| 3Y | +9.2% | +224.1% | -214.9% | -25.7% |
| 5Y | +27.4% | +256.6% | -229.2% | -20.6% |
| All | +14.3% | +283.8% | -269.4% | -29.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling