-99.8%
SOXS vs AON
-13.5%
-86.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -1.2% | -9.0% | -7.5% |
| 7D | -7.0% | -9.1% | +2.1% | +12.2% |
| 30D | +2.8% | -10.2% | +13.0% | +28.6% |
| 3M | -9.8% | +0.5% | -10.3% | -2.1% |
| 6M | -99.2% | -4.8% | -94.3% | -98.6% |
| YTD | -99.5% | -8.0% | -91.5% | -99.1% |
| 1Y | -99.8% | -13.1% | -86.7% | -99.6% |
| All | -99.8% | -13.5% | -86.2% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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