+211.0%
SOXL vs APH
+284.3%
-73.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +8.2% | +14.0% | +4.4% |
| 7D | -17.6% | +1.1% | -18.6% | -12.2% |
| 30D | -59.8% | -7.5% | -52.3% | -45.6% |
| 3M | -59.9% | -4.4% | -55.5% | -48.4% |
| 6M | -68.2% | +26.5% | -94.7% | -73.9% |
| YTD | +33.8% | +20.0% | +13.8% | +3.0% |
| 1Y | +34.7% | +16.9% | +17.9% | +13.5% |
| 3Y | +211.0% | +288.5% | -77.5% | -91.2% |
| All | +211.0% | +284.3% | -73.2% | -91.2% |
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