-91.6%
SOXS vs AON
+2.1%
-93.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +4.4% | +4.4% | -0.7% |
| 7D | +46.7% | +9.4% | +37.2% | +21.8% |
| 30D | +97.0% | +27.0% | +69.9% | +19.0% |
| 3M | +39.5% | -3.1% | +42.7% | +49.8% |
| 6M | -54.9% | +10.0% | -64.9% | -57.2% |
| YTD | -90.4% | -1.6% | -88.8% | -88.9% |
| 1Y | -91.6% | +0.9% | -92.5% | -90.9% |
| All | -91.6% | +2.1% | -93.7% | -90.9% |
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