+357.4%
SOXL vs AHR
+33.1%
+324.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.9% | +11.7% | +9.5% |
| 7D | +5.3% | -1.5% | +6.8% | +5.1% |
| 30D | -11.2% | -1.4% | -9.8% | -11.4% |
| 3M | -55.4% | +18.6% | -73.9% | -58.5% |
| 6M | +107.1% | +6.6% | +100.6% | +110.3% |
| YTD | +179.0% | +17.5% | +161.6% | +167.5% |
| 1Y | +357.4% | +30.9% | +326.5% | +317.9% |
| All | +357.4% | +33.1% | +324.3% | +317.9% |
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