+109.4%
GAP vs SOXQ
+227.1%
-117.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.5% | -1.2% |
| 7D | -6.3% | +2.3% | -8.6% | -7.1% |
| 30D | -0.2% | -3.9% | +3.7% | +0.8% |
| 3M | 0.0% | -4.7% | +4.7% | -1.3% |
| 6M | -8.1% | +47.9% | -56.0% | -28.7% |
| YTD | -16.5% | +64.3% | -80.8% | -38.9% |
| 1Y | -10.5% | +95.7% | -106.2% | -40.6% |
| All | +109.4% | +227.1% | -117.7% | +1.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling