-91.6%
SOXS vs APTV
-46.4%
-45.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +4.6% | +4.1% | +12.1% |
| 7D | +46.7% | -1.9% | +48.5% | +43.6% |
| 30D | +97.0% | -1.4% | +98.4% | +94.4% |
| 3M | +39.5% | -9.3% | +48.9% | +30.0% |
| 6M | -54.9% | -27.3% | -27.6% | -65.0% |
| YTD | -90.4% | -43.1% | -47.2% | -93.2% |
| 1Y | -91.6% | -46.5% | -45.1% | -94.4% |
| All | -91.6% | -46.4% | -45.3% | -94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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