+55.9%
SOXL vs AHR
+26.3%
+29.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.6% | -11.4% | -7.3% |
| 7D | -37.9% | +9.5% | -47.3% | -34.5% |
| 30D | -59.4% | +11.7% | -71.1% | -56.8% |
| 3M | -52.3% | +4.0% | -56.3% | -50.1% |
| 6M | -47.7% | +13.5% | -61.2% | -45.1% |
| YTD | +58.8% | +21.6% | +37.2% | +58.2% |
| 1Y | +55.9% | +25.1% | +30.8% | +53.8% |
| All | +55.9% | +26.3% | +29.6% | +53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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