-4.4%
APO vs SOXQ
+45.5%
-49.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -3.1% | +11.2% | +8.5% |
| 7D | +8.2% | -12.1% | +20.3% | +10.1% |
| 30D | +6.4% | -22.0% | +28.5% | +10.3% |
| 3M | -7.4% | -15.6% | +8.1% | -5.5% |
| 6M | -4.2% | -2.4% | -1.8% | -8.0% |
| YTD | -14.1% | +45.4% | -59.5% | -27.0% |
| 1Y | -4.4% | +47.7% | -52.1% | -19.1% |
| All | -4.4% | +45.5% | -49.8% | -19.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling