+7.7%
AS vs SOXQ
+40.9%
-33.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +7.0% | -3.9% | +1.7% |
| 7D | +5.8% | -2.9% | +8.7% | +6.2% |
| 30D | +15.4% | -20.1% | +35.5% | +20.8% |
| 3M | -11.9% | -18.6% | +6.8% | -8.5% |
| 6M | -9.9% | -14.6% | +4.7% | -11.9% |
| YTD | -13.1% | +42.1% | -55.2% | -35.6% |
| All | +7.7% | +40.9% | -33.2% | -19.6% |
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 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