+55.9%
SOXL vs NOK
+19.5%
+36.4%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -2.6% | -6.2% | -5.1% |
| 7D | -37.9% | -10.4% | -27.5% | -25.4% |
| 30D | -59.4% | -19.0% | -40.4% | -43.1% |
| 3M | -52.3% | -16.7% | -35.6% | -34.4% |
| 6M | -47.7% | -37.1% | -10.5% | +24.0% |
| YTD | +58.8% | +27.7% | +31.1% | +118.3% |
| 1Y | +55.9% | +21.3% | +34.6% | +126.8% |
| All | +55.9% | +19.5% | +36.4% | +126.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 1y: compounded portfolio wealth divided by compounded NOK 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…
1y analysis · Full analysis span regression · 6 months rolling