+484.2%
SOXL vs APH
+289.4%
+194.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.2% | +6.3% | +7.7% |
| 7D | +16.4% | +0.2% | +16.2% | +15.5% |
| 30D | -12.1% | -3.3% | -8.8% | -5.7% |
| 3M | -41.7% | +14.0% | -55.7% | -51.0% |
| 6M | +157.4% | +24.4% | +133.0% | +83.5% |
| YTD | +193.3% | +21.4% | +171.9% | +87.8% |
| 1Y | +355.3% | +48.9% | +306.4% | +74.9% |
| 3Y | +484.2% | +290.1% | +194.0% | -81.3% |
| All | +484.2% | +289.4% | +194.7% | -81.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling