-99.8%
SOXS vs AFRM
-16.2%
-83.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.5% | -5.2% |
| 7D | -15.6% | +3.1% | -18.6% | -13.7% |
| 30D | +4.8% | -4.2% | +9.0% | +1.0% |
| 3M | -21.6% | +10.1% | -31.7% | -9.1% |
| 6M | -99.3% | +39.4% | -138.8% | -98.3% |
| YTD | -99.5% | -3.2% | -96.4% | -99.0% |
| All | -99.8% | -16.2% | -83.6% | -99.5% |
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