+352.5%
APH vs SOXQ
+269.0%
+83.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.7% |
| 7D | +1.6% | +5.2% | -3.6% | -1.3% |
| 30D | -3.0% | -0.5% | -2.5% | -2.8% |
| 3M | +5.7% | -5.6% | +11.4% | +7.9% |
| 6M | +20.0% | +53.0% | -33.0% | -9.4% |
| YTD | +20.8% | +68.8% | -48.0% | -13.7% |
| 1Y | +40.2% | +105.7% | -65.5% | -10.8% |
| 3Y | +288.1% | +240.5% | +47.6% | +83.1% |
| 5Y | +352.5% | +266.8% | +85.8% | +90.9% |
| All | +352.5% | +269.0% | +83.6% | +90.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling