-91.6%
SOXS vs AFRM
+8.5%
-100.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +5.0% | +3.7% | +11.9% |
| 7D | +46.7% | +3.1% | +43.6% | +49.2% |
| 30D | +97.0% | +1.1% | +95.8% | +100.4% |
| 3M | +39.5% | -3.2% | +42.8% | +37.8% |
| 6M | -54.9% | +12.7% | -67.6% | -46.2% |
| YTD | -90.4% | +1.6% | -91.9% | -88.4% |
| 1Y | -91.6% | +5.9% | -97.5% | -89.3% |
| All | -91.6% | +8.5% | -100.2% | -89.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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