-35.9%
APP vs SOXQ
+111.3%
-147.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.4% | -1.1% | +1.0% |
| 7D | +0.9% | +2.3% | -1.5% | 0.0% |
| 30D | -23.3% | -2.3% | -21.0% | -22.8% |
| 3M | -42.6% | -13.8% | -28.9% | -40.7% |
| 6M | -33.6% | +48.6% | -82.2% | -54.3% |
| YTD | -52.4% | +66.0% | -118.4% | -68.7% |
| 1Y | -35.9% | +107.9% | -143.8% | -51.4% |
| All | -35.9% | +111.3% | -147.2% | -51.4% |
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 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