-31.1%
SOXS vs APLD
-58.6%
+27.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | +7.5% | -29.8% | -13.0% |
| 7D | -5.1% | +3.1% | -8.1% | +9.5% |
| 30D | +60.4% | -29.4% | +89.8% | +33.9% |
| 3M | +32.7% | -42.8% | +75.5% | -4.6% |
| All | -31.1% | -58.6% | +27.5% | -54.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling