+288.9%
APP vs SOXQ
+283.8%
+5.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.4% | -1.1% | -0.6% |
| 7D | +0.9% | +2.3% | -1.5% | -1.1% |
| 30D | -23.3% | -2.3% | -21.0% | -22.3% |
| 3M | -42.6% | -13.8% | -28.9% | -38.7% |
| 6M | -33.6% | +48.6% | -82.2% | -59.8% |
| YTD | -52.4% | +66.0% | -118.4% | -74.0% |
| 1Y | -35.9% | +107.9% | -143.8% | -72.4% |
| 3Y | +642.2% | +224.1% | +418.1% | +94.8% |
| 5Y | +311.1% | +256.6% | +54.5% | -1.3% |
| All | +288.9% | +283.8% | +5.2% | -11.3% |
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 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