-91.6%
SOXS vs APO
-5.6%
-86.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +8.1% | +0.7% | +13.8% |
| 7D | +46.7% | +8.2% | +38.5% | +53.2% |
| 30D | +97.0% | +6.4% | +90.5% | +103.0% |
| 3M | +39.5% | -7.4% | +47.0% | +29.0% |
| 6M | -54.9% | -4.2% | -50.8% | -55.6% |
| YTD | -90.4% | -14.1% | -76.3% | -91.4% |
| 1Y | -91.6% | -4.4% | -87.3% | -91.2% |
| All | -91.6% | -5.6% | -86.0% | -91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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