-91.6%
SOXS vs APH
+16.5%
-108.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -6.2% | +14.9% | -2.1% |
| 7D | +46.7% | -2.4% | +49.1% | +43.5% |
| 30D | +97.0% | -9.5% | +106.4% | +79.1% |
| 3M | +39.5% | -7.6% | +47.2% | +38.4% |
| 6M | -54.9% | +12.4% | -67.3% | -30.1% |
| YTD | -90.4% | +17.5% | -107.9% | -77.1% |
| 1Y | -91.6% | +16.4% | -108.0% | -79.0% |
| All | -91.6% | +16.5% | -108.1% | -79.0% |
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