+390.6%
APH vs SOXQ
+227.1%
+163.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.7% |
| 7D | -5.0% | -5.7% | +0.7% | -1.6% |
| 30D | -8.4% | -20.5% | +12.1% | +4.6% |
| 3M | -4.5% | -16.6% | +12.1% | +6.0% |
| 6M | +25.3% | -15.0% | +40.2% | +35.0% |
| YTD | +18.9% | +41.5% | -22.6% | -5.6% |
| 1Y | +11.9% | +40.2% | -28.3% | -10.7% |
| 3Y | +278.0% | +183.0% | +95.0% | +100.2% |
| 5Y | +306.4% | +181.3% | +125.1% | +105.8% |
| All | +390.6% | +227.1% | +163.5% | +133.7% |
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