-91.6%
SOXS vs AHR
+26.3%
-118.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.6% | +6.1% | +7.3% |
| 7D | +46.7% | +9.5% | +37.2% | +39.8% |
| 30D | +97.0% | +11.7% | +85.3% | +87.7% |
| 3M | +39.5% | +4.0% | +35.6% | +35.8% |
| 6M | -54.9% | +13.5% | -68.5% | -56.9% |
| YTD | -90.4% | +21.6% | -112.0% | -90.0% |
| 1Y | -91.6% | +25.1% | -116.7% | -91.2% |
| All | -91.6% | +26.3% | -118.0% | -91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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