+329.1%
APP vs SOXQ
+269.0%
+60.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.5% |
| 7D | -4.4% | +5.2% | -9.6% | -8.5% |
| 30D | -10.0% | -0.5% | -9.5% | -10.2% |
| 3M | -41.4% | -5.6% | -35.8% | -41.8% |
| 6M | -41.0% | +53.0% | -94.0% | -65.3% |
| YTD | -54.7% | +68.8% | -123.5% | -75.7% |
| 1Y | -45.3% | +105.7% | -151.1% | -76.3% |
| 3Y | +624.3% | +240.5% | +383.8% | +78.9% |
| 5Y | +329.1% | +266.8% | +62.4% | +0.1% |
| All | +329.1% | +269.0% | +60.2% | +0.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling