+5,399.0%
SOXL vs APH
+1,046.4%
+4,352.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +3.4% |
| 7D | +18.4% | +1.6% | +16.7% | +13.2% |
| 30D | -3.2% | -3.0% | -0.2% | +3.5% |
| 3M | -37.6% | +5.7% | -43.3% | -39.2% |
| 6M | +136.1% | +20.0% | +116.1% | +57.9% |
| YTD | +199.5% | +20.8% | +178.7% | +65.7% |
| 1Y | +363.2% | +40.2% | +323.0% | +72.6% |
| 3Y | +496.5% | +288.1% | +208.4% | -84.1% |
| 5Y | +184.8% | +352.5% | -167.7% | -91.6% |
| 10Y | +5,399.0% | +1,062.5% | +4,336.5% | -68.9% |
| All | +5,399.0% | +1,046.4% | +4,352.6% | -68.9% |
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