+38.8%
KEY vs SOXQ
+269.0%
-230.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.6% | -0.4% |
| 7D | -0.3% | +5.2% | -5.6% | -2.2% |
| 30D | -3.3% | -0.5% | -2.8% | -3.2% |
| 3M | -0.7% | -5.6% | +4.9% | -0.7% |
| 6M | +12.5% | +53.0% | -40.5% | -9.6% |
| YTD | +8.4% | +68.8% | -60.4% | -16.9% |
| 1Y | +18.4% | +105.7% | -87.3% | -17.8% |
| 3Y | +123.3% | +240.5% | -117.1% | +16.2% |
| 5Y | +38.8% | +266.8% | -227.9% | -34.3% |
| All | +38.8% | +269.0% | -230.2% | -34.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling