+19,418.6%
SOXL vs APH
+3,273.4%
+16,145.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.9% | +9.0% | +7.8% |
| 7D | +5.3% | +5.0% | +0.4% | -7.2% |
| 30D | -11.2% | -3.9% | -7.3% | -3.0% |
| 3M | -55.4% | +13.0% | -68.3% | -61.9% |
| 6M | +107.1% | +25.2% | +82.0% | +31.9% |
| YTD | +179.0% | +22.9% | +156.1% | +61.7% |
| 1Y | +357.4% | +47.8% | +309.5% | +69.4% |
| 3Y | +397.5% | +283.0% | +114.4% | -75.9% |
| 5Y | +155.9% | +349.7% | -193.8% | -85.9% |
| 10Y | +4,301.6% | +1,061.2% | +3,240.4% | -36.5% |
| All | +19,418.6% | +3,273.4% | +16,145.2% | -53.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling