+28,033.4%
SOXL vs APTV
+173.4%
+27,860.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.7% | +4.8% | +5.7% |
| 7D | +18.4% | -1.2% | +19.5% | +19.3% |
| 30D | -3.2% | -10.6% | +7.5% | +11.1% |
| 3M | -37.6% | -35.0% | -2.6% | +6.0% |
| 6M | +136.1% | -38.9% | +175.0% | +331.6% |
| YTD | +199.5% | -41.5% | +241.0% | +469.7% |
| 1Y | +363.2% | -45.8% | +409.0% | +899.8% |
| 3Y | +496.5% | -55.7% | +552.2% | +1,593.2% |
| 5Y | +184.8% | -70.1% | +254.9% | +1,734.0% |
| 10Y | +5,399.0% | -19.1% | +5,418.1% | +11,451.5% |
| All | +28,033.4% | +173.4% | +27,860.0% | +10,080.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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