-54.4%
APTV vs SOXQ
+232.9%
-287.3%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -1.0% |
| 7D | -5.0% | +0.8% | -5.8% | -5.4% |
| 30D | -6.1% | -4.6% | -1.5% | -4.6% |
| 3M | -33.0% | -10.2% | -22.8% | -31.3% |
| 6M | -35.2% | +49.7% | -84.9% | -46.7% |
| YTD | -40.1% | +67.2% | -107.4% | -53.2% |
| 1Y | -45.6% | +98.0% | -143.6% | -60.8% |
| 3Y | -54.4% | +237.2% | -291.5% | -75.5% |
| All | -54.4% | +232.9% | -287.3% | -75.5% |
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