-99.8%
SOXS vs APP
-44.2%
-55.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -3.0% |
| 7D | -16.6% | -4.4% | -12.2% | -18.3% |
| 30D | -4.4% | -10.0% | +5.7% | -9.0% |
| 3M | -26.2% | -41.4% | +15.2% | -41.7% |
| 6M | -99.3% | -41.0% | -58.2% | -99.0% |
| YTD | -99.5% | -54.7% | -44.8% | -99.4% |
| 1Y | -99.8% | -45.3% | -54.4% | -99.7% |
| All | -99.8% | -44.2% | -55.6% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APP.
Daily Out/Under-Performance
Portfolio return minus APP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APP 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 APP 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