+32.7%
KO vs SOXQ
+111.3%
-78.6%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.4% | -4.2% | -0.3% |
| 7D | -1.8% | +2.3% | -4.1% | -1.4% |
| 30D | +1.4% | -2.3% | +3.7% | +1.2% |
| 3M | +15.4% | -13.8% | +29.1% | +14.1% |
| 6M | +14.3% | +48.6% | -34.3% | +18.9% |
| YTD | +27.7% | +66.0% | -38.3% | +35.8% |
| 1Y | +32.7% | +107.9% | -75.2% | +47.8% |
| All | +32.7% | +111.3% | -78.6% | +47.8% |
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 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