+2,180.9%
SOXL vs APH
+950.8%
+1,230.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.8% | -0.8% | +18.6% | +19.8% |
| 7D | -1.0% | +0.4% | -1.4% | +7.6% |
| 30D | -48.6% | -8.0% | -40.6% | -27.1% |
| 3M | -50.3% | -5.0% | -45.3% | -34.5% |
| 6M | -65.3% | +29.9% | -95.2% | -76.8% |
| YTD | +57.2% | +18.0% | +39.2% | +7.9% |
| 1Y | +58.0% | +11.3% | +46.7% | +29.8% |
| 3Y | +226.2% | +274.9% | -48.7% | -89.1% |
| 5Y | +10.5% | +300.6% | -290.1% | -94.8% |
| 10Y | +2,180.9% | +944.2% | +1,236.7% | -83.3% |
| All | +2,180.9% | +950.8% | +1,230.0% | -83.3% |
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