+1.2%
ASX vs SOXQ
-15.3%
+16.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.5% | +1.4% | +2.1% |
| 7D | +12.4% | +8.2% | +4.2% | +2.4% |
| 30D | -19.8% | -13.2% | -6.6% | -3.8% |
| 3M | -10.3% | -18.5% | +8.2% | +15.6% |
| 6M | +1.2% | -15.4% | +16.7% | +24.4% |
| All | +1.2% | -15.3% | +16.5% | +24.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling