+734.8%
ATI vs SOXQ
+286.7%
+448.1%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -1.0% |
| 7D | -5.6% | +0.8% | -6.4% | -6.0% |
| 30D | -13.7% | -4.6% | -9.2% | -11.8% |
| 3M | -0.4% | -10.2% | +9.8% | +3.7% |
| 6M | +26.2% | +49.7% | -23.4% | +0.1% |
| YTD | +73.2% | +67.2% | +6.0% | +29.5% |
| 1Y | +161.6% | +98.0% | +63.6% | +78.6% |
| 3Y | +346.2% | +237.2% | +109.0% | +128.7% |
| 5Y | +1,047.6% | +261.3% | +786.3% | +421.1% |
| All | +734.8% | +286.7% | +448.1% | +275.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling