+357.4%
SOXL vs APH
-25.2%
+382.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -47.8% | +51.8% | +38.9% |
| 7D | -4.7% | -48.7% | +44.0% | +31.3% |
| 30D | -11.2% | -51.9% | +40.7% | +37.0% |
| 3M | -55.4% | -43.6% | -11.8% | -38.3% |
| 6M | +107.1% | -37.5% | +144.7% | +152.2% |
| YTD | +179.0% | -38.6% | +217.7% | +194.0% |
| 1Y | +357.4% | -26.3% | +383.7% | +344.6% |
| All | +357.4% | -25.2% | +382.6% | +344.6% |
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