+55.9%
SOXL vs APH
+16.5%
+39.4%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -6.2% | -2.7% | +1.9% |
| 7D | -37.9% | -2.4% | -35.5% | -34.3% |
| 30D | -59.4% | -9.5% | -49.9% | -49.6% |
| 3M | -52.3% | -7.6% | -44.7% | -41.5% |
| 6M | -47.7% | +12.4% | -60.1% | -45.3% |
| YTD | +58.8% | +17.5% | +41.2% | +25.5% |
| 1Y | +55.9% | +16.4% | +39.5% | +29.1% |
| All | +55.9% | +16.5% | +39.4% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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