-93.1%
SOXS vs APLD
-41.4%
-51.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.4% | +6.2% | -4.0% |
| 7D | -43.7% | +19.6% | -63.3% | -30.9% |
| 30D | +22.2% | -24.5% | +46.6% | +16.2% |
| 3M | +13.0% | -45.6% | +58.6% | -11.5% |
| 6M | -47.7% | -61.4% | +13.7% | -58.7% |
| YTD | -92.5% | -30.9% | -61.6% | -88.7% |
| 1Y | -93.1% | -35.8% | -57.3% | -89.2% |
| All | -93.1% | -41.4% | -51.7% | -89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APLD.
Daily Out/Under-Performance
Portfolio return minus APLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APLD 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 APLD 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