+640.8%
APP vs SOXQ
+237.4%
+403.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -4.0% | -3.6% |
| 7D | +0.1% | +5.3% | -5.2% | -3.4% |
| 30D | -10.0% | -3.7% | -6.3% | -8.1% |
| 3M | -44.6% | -7.8% | -36.8% | -43.7% |
| 6M | -37.9% | +58.4% | -96.2% | -62.5% |
| YTD | -53.7% | +68.1% | -121.8% | -73.2% |
| 1Y | -43.0% | +105.4% | -148.3% | -72.8% |
| 3Y | +640.8% | +239.2% | +401.6% | +112.1% |
| All | +640.8% | +237.4% | +403.4% | +112.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling