-3.4%
GAP vs SOXQ
+111.3%
-114.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.4% | -2.9% | +0.1% |
| 7D | -4.5% | +2.3% | -6.8% | -4.8% |
| 30D | +9.0% | -2.3% | +11.3% | +9.1% |
| 3M | +5.0% | -13.8% | +18.8% | +6.7% |
| 6M | -17.8% | +48.6% | -66.4% | -33.5% |
| YTD | -10.4% | +66.0% | -76.4% | -31.2% |
| 1Y | -3.4% | +107.9% | -111.3% | -39.1% |
| All | -3.4% | +111.3% | -114.7% | -39.1% |
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