-45.6%
APTV vs SOXQ
+98.3%
-143.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.8% |
| 7D | -5.0% | +0.8% | -5.8% | -5.3% |
| 30D | -6.1% | -4.6% | -1.5% | -5.0% |
| 3M | -33.0% | -10.2% | -22.8% | -31.3% |
| 6M | -35.2% | +49.7% | -84.9% | -43.9% |
| YTD | -40.1% | +67.2% | -107.4% | -50.5% |
| 1Y | -45.6% | +98.0% | -143.6% | -57.9% |
| All | -45.6% | +98.3% | -143.9% | -57.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling