-99.8%
SOXS vs APO
+1.9%
-101.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -0.6% | -9.6% | -10.7% |
| 7D | -7.0% | -1.0% | -6.0% | -7.6% |
| 30D | +2.8% | +3.5% | -0.7% | +5.6% |
| 3M | -9.8% | +4.5% | -14.4% | -4.1% |
| 6M | -99.2% | +22.8% | -122.0% | -98.9% |
| YTD | -99.5% | -6.5% | -93.0% | -99.4% |
| 1Y | -99.8% | +0.8% | -100.6% | -99.7% |
| All | -99.8% | +1.9% | -101.6% | -99.7% |
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