+290.1%
APH vs SOXQ
+237.4%
+52.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -2.0% |
| 7D | +0.2% | +5.3% | -5.1% | -2.8% |
| 30D | -3.3% | -3.7% | +0.4% | -1.3% |
| 3M | +14.0% | -7.8% | +21.9% | +17.9% |
| 6M | +24.4% | +58.4% | -33.9% | -10.1% |
| YTD | +21.4% | +68.1% | -46.7% | -15.3% |
| 1Y | +48.9% | +105.4% | -56.4% | -8.2% |
| 3Y | +290.1% | +239.2% | +50.9% | +85.8% |
| All | +290.1% | +237.4% | +52.7% | +85.8% |
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