-99.7%
SOXS vs APP
+827.3%
-927.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.1% | +2.3% | -20.5% | -17.1% |
| 7D | -22.3% | +48.9% | -71.3% | -8.8% |
| 30D | +21.9% | +49.4% | -27.6% | +46.2% |
| 3M | +4.2% | +27.0% | -22.8% | +15.7% |
| 6M | -43.4% | -15.4% | -28.0% | -46.6% |
| YTD | -92.5% | -39.9% | -52.6% | -93.7% |
| 1Y | -93.5% | -32.0% | -61.5% | -93.9% |
| All | -99.7% | +827.3% | -927.0% | -98.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling