+1,948.9%
SOXL vs APH
+926.5%
+1,022.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -1.7% | -9.3% | -6.5% |
| 7D | +26.9% | +4.9% | +22.0% | +13.8% |
| 30D | -47.2% | -5.4% | -41.8% | -30.5% |
| 3M | -59.9% | -5.5% | -54.4% | -46.0% |
| 6M | -68.3% | +25.9% | -94.2% | -76.3% |
| YTD | +38.8% | +16.4% | +22.5% | -0.9% |
| 1Y | +48.8% | +16.5% | +32.3% | +7.6% |
| 3Y | +196.5% | +270.9% | -74.4% | -89.8% |
| 5Y | -5.0% | +289.5% | -294.5% | -95.2% |
| All | +1,948.9% | +926.5% | +1,022.4% | -84.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling