-99.9%
SOXS vs APLD
+255.7%
-355.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | +7.5% | -29.8% | -20.0% |
| 7D | -5.1% | +3.1% | -8.1% | -1.0% |
| 30D | +60.4% | -29.4% | +89.8% | +55.2% |
| 3M | +32.7% | -42.8% | +75.5% | +24.9% |
| 6M | -36.2% | -59.5% | +23.3% | -39.1% |
| YTD | -90.9% | -31.8% | -59.1% | -89.0% |
| 1Y | -92.2% | -46.0% | -46.1% | -90.6% |
| 3Y | -99.7% | +252.0% | -351.7% | -99.2% |
| All | -99.9% | +255.7% | -355.7% | -99.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling