-99.8%
SOXS vs APH
-25.2%
-74.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -47.8% | +42.3% | -44.9% |
| 7D | +2.2% | -48.7% | +50.9% | -42.3% |
| 30D | +2.8% | -51.9% | +54.7% | -47.7% |
| 3M | -9.8% | -43.6% | +33.7% | -26.3% |
| 6M | -99.2% | -37.5% | -61.7% | -98.0% |
| YTD | -99.5% | -38.6% | -60.9% | -98.5% |
| 1Y | -99.8% | -26.3% | -73.4% | -99.2% |
| All | -99.8% | -25.2% | -74.5% | -99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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