+153.4%
APO vs SOXQ
+288.7%
-135.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -2.0% |
| 7D | +0.1% | +5.3% | -5.2% | -2.5% |
| 30D | +3.9% | -3.7% | +7.6% | +5.4% |
| 3M | +3.8% | -7.8% | +11.6% | +5.2% |
| 6M | +22.3% | +58.4% | -36.1% | -11.2% |
| YTD | -7.8% | +68.1% | -75.9% | -35.7% |
| 1Y | -0.3% | +105.4% | -105.7% | -39.4% |
| 3Y | +57.1% | +239.2% | -182.1% | -34.0% |
| 5Y | +137.0% | +266.9% | -129.9% | -10.7% |
| All | +153.4% | +288.7% | -135.3% | -6.4% |
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