-22.9%
SHAK vs SOXQ
+45.5%
-68.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -3.1% | +6.9% | +4.1% |
| 7D | +8.3% | -12.1% | +20.4% | +9.9% |
| 30D | +16.7% | -22.0% | +38.7% | +20.1% |
| 3M | +10.0% | -15.6% | +25.5% | +11.8% |
| 6M | -23.8% | -2.4% | -21.4% | -30.3% |
| YTD | -10.3% | +45.4% | -55.7% | -29.8% |
| 1Y | -22.9% | +47.7% | -70.6% | -41.2% |
| All | -22.9% | +45.5% | -68.3% | -41.2% |
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