-9.6%
AUR vs SOXQ
+29.4%
-39.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -12.1% | +10.9% | +6.4% |
| 7D | -8.5% | -21.6% | +13.1% | +6.0% |
| 30D | -29.9% | -31.7% | +1.8% | -11.0% |
| 3M | -39.8% | -24.8% | -15.0% | -28.0% |
| 6M | -38.3% | -17.7% | -20.6% | -34.4% |
| YTD | +4.9% | +27.7% | -22.8% | -22.7% |
| 1Y | -9.6% | +26.0% | -35.6% | -32.8% |
| All | -9.6% | +29.4% | -39.0% | -32.8% |
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