+140.9%
NOK vs SOXQ
+98.3%
+42.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.8% | +3.0% | +3.6% |
| 7D | +11.0% | +0.8% | +10.2% | +10.5% |
| 30D | +7.8% | -4.6% | +12.4% | +11.4% |
| 3M | -21.0% | -10.2% | -10.8% | -15.3% |
| 6M | +40.9% | +49.7% | -8.8% | +26.3% |
| YTD | +72.0% | +67.2% | +4.8% | +48.9% |
| 1Y | +140.9% | +98.0% | +42.9% | +104.1% |
| All | +140.9% | +98.3% | +42.6% | +104.1% |
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