-55.4%
APP vs SOXQ
+45.5%
-100.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -3.1% | +13.8% | +11.8% |
| 7D | +4.5% | -12.1% | +16.6% | +9.6% |
| 30D | -3.6% | -22.0% | +18.4% | +5.1% |
| 3M | -35.3% | -15.6% | -19.7% | -31.6% |
| 6M | -42.8% | -2.4% | -40.4% | -49.3% |
| YTD | -59.7% | +45.4% | -105.0% | -75.2% |
| 1Y | -55.4% | +47.7% | -103.0% | -73.1% |
| All | -55.4% | +45.5% | -100.8% | -73.1% |
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