+27.5%
KEY vs SOXQ
+279.9%
-252.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +1.0% |
| 7D | -1.8% | +2.3% | -4.1% | -2.6% |
| 30D | -3.3% | -3.9% | +0.6% | -2.1% |
| 3M | -0.2% | -4.7% | +4.5% | -0.6% |
| 6M | +12.1% | +47.9% | -35.8% | -8.6% |
| YTD | +8.4% | +64.3% | -55.9% | -15.9% |
| 1Y | +17.6% | +95.7% | -78.1% | -16.3% |
| 3Y | +123.3% | +231.5% | -108.2% | +18.3% |
| 5Y | +39.5% | +255.0% | -215.5% | -32.2% |
| All | +27.5% | +279.9% | -252.4% | -38.4% |
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