-11.0%
KR vs SOXQ
+98.3%
-109.4%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.8% | +0.9% | +3.2% |
| 7D | -0.2% | +0.8% | -0.9% | 0.0% |
| 30D | +5.1% | -4.6% | +9.6% | +3.9% |
| 3M | -8.2% | -10.2% | +2.0% | -9.5% |
| 6M | -18.0% | +49.7% | -67.7% | -6.3% |
| YTD | -4.8% | +67.2% | -72.0% | +11.4% |
| 1Y | -11.0% | +98.0% | -109.0% | +11.8% |
| All | -11.0% | +98.3% | -109.4% | +11.8% |
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