-21.7%
AS vs SOXQ
+106.1%
-127.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.3% | -4.1% | -3.2% |
| 7D | -2.6% | +5.3% | -7.9% | -3.9% |
| 30D | -22.1% | -3.7% | -18.4% | -21.5% |
| 3M | -15.3% | -7.8% | -7.5% | -14.8% |
| 6M | -15.6% | +58.4% | -73.9% | -36.5% |
| YTD | -23.2% | +68.1% | -91.3% | -43.7% |
| 1Y | -21.7% | +105.4% | -127.1% | -46.9% |
| All | -21.7% | +106.1% | -127.8% | -46.9% |
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