+120.4%
AS vs SOXQ
+177.7%
-57.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.4% | +0.2% | +2.1% |
| 7D | -4.9% | +2.3% | -7.2% | -5.8% |
| 30D | -19.6% | -2.3% | -17.3% | -19.1% |
| 3M | -14.4% | -13.8% | -0.6% | -10.9% |
| 6M | -20.1% | +48.6% | -68.7% | -39.3% |
| YTD | -20.9% | +66.0% | -86.9% | -43.8% |
| 1Y | -21.9% | +107.9% | -129.7% | -51.7% |
| All | +120.4% | +177.7% | -57.3% | +3.2% |
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