+396.4%
APP vs SOXQ
+231.9%
+164.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.5% | +7.4% | +6.5% |
| 7D | +4.6% | +8.2% | -3.6% | -1.8% |
| 30D | +56.0% | -13.2% | +69.2% | +68.5% |
| 3M | +30.8% | -18.5% | +49.4% | +46.8% |
| 6M | -9.8% | -15.4% | +5.7% | -9.0% |
| YTD | -39.3% | +43.6% | -82.9% | -64.4% |
| 1Y | -26.4% | +49.2% | -75.7% | -58.5% |
| 3Y | +887.9% | +190.2% | +697.7% | +167.1% |
| 5Y | +264.1% | +178.2% | +85.9% | +2.7% |
| All | +396.4% | +231.9% | +164.4% | +21.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling