+391.1%
APP vs SOXQ
+245.8%
+145.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +5.7% | -3.4% | -2.0% |
| 7D | +48.9% | +2.9% | +46.1% | +41.5% |
| 30D | +49.4% | -13.6% | +63.1% | +62.9% |
| 3M | +27.0% | -12.5% | +39.6% | +34.8% |
| 6M | -15.4% | -12.4% | -3.0% | -17.0% |
| YTD | -39.9% | +49.6% | -89.5% | -65.8% |
| 1Y | -32.0% | +52.0% | -83.9% | -61.8% |
| 3Y | +824.3% | +199.1% | +625.2% | +145.7% |
| 5Y | +252.4% | +192.6% | +59.8% | -4.4% |
| All | +391.1% | +245.8% | +145.3% | +16.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling