+407.2%
APH vs SOXQ
+283.8%
+123.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.4% | -2.5% | -1.0% |
| 7D | +5.0% | +2.3% | +2.6% | +3.5% |
| 30D | -3.9% | -2.3% | -1.6% | -2.7% |
| 3M | +13.0% | -13.8% | +26.7% | +21.1% |
| 6M | +25.2% | +48.6% | -23.5% | -3.7% |
| YTD | +22.9% | +66.0% | -43.1% | -11.1% |
| 1Y | +47.8% | +107.9% | -60.0% | -6.2% |
| 3Y | +283.0% | +224.1% | +58.9% | +87.0% |
| 5Y | +349.7% | +256.6% | +93.1% | +98.4% |
| All | +407.2% | +283.8% | +123.4% | +120.2% |
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