+30.7%
AVAV vs SOXQ
+279.9%
-249.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.6% | +7.1% | +5.5% |
| 7D | -0.1% | +2.3% | -2.4% | -1.2% |
| 30D | -25.0% | -3.9% | -21.1% | -23.8% |
| 3M | -15.0% | -4.7% | -10.2% | -14.7% |
| 6M | -33.6% | +47.9% | -81.5% | -45.5% |
| YTD | -39.2% | +64.3% | -103.5% | -52.6% |
| 1Y | -40.5% | +95.7% | -136.2% | -56.9% |
| 3Y | +29.6% | +231.5% | -201.9% | -26.7% |
| 5Y | +56.7% | +255.0% | -198.3% | -22.6% |
| All | +30.7% | +279.9% | -249.2% | -36.5% |
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