-100.0%
SOXS vs APO
+945.2%
-1,045.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.8% | -6.4% | -4.4% |
| 7D | -4.7% | -3.5% | -1.2% | -9.3% |
| 30D | +7.7% | -6.6% | +14.3% | -2.3% |
| 3M | -10.2% | -3.3% | -6.9% | -12.1% |
| 6M | -99.2% | +22.6% | -121.8% | -98.6% |
| YTD | -99.5% | -9.8% | -89.7% | -99.4% |
| 1Y | -99.8% | -3.9% | -95.9% | -99.7% |
| 3Y | -100.0% | +52.5% | -152.5% | -99.9% |
| 5Y | -100.0% | +134.0% | -234.0% | -99.9% |
| All | -100.0% | +945.2% | -1,045.2% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling