+391.7%
APH vs SOXQ
+279.9%
+111.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.6% | +1.3% | +0.2% |
| 7D | -2.2% | +2.3% | -4.5% | -3.5% |
| 30D | -4.0% | -3.9% | -0.1% | -1.9% |
| 3M | +7.7% | -4.7% | +12.4% | +9.3% |
| 6M | +17.8% | +47.9% | -30.1% | -9.1% |
| YTD | +19.2% | +64.3% | -45.1% | -13.4% |
| 1Y | +35.7% | +95.7% | -60.0% | -10.9% |
| 3Y | +282.9% | +231.5% | +51.4% | +84.7% |
| 5Y | +345.6% | +255.0% | +90.6% | +97.3% |
| All | +391.7% | +279.9% | +111.8% | +114.6% |
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