-91.6%
SOXS vs ASX
+144.4%
-236.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -3.9% | +12.7% | +0.8% |
| 7D | +46.7% | -14.6% | +61.3% | +11.8% |
| 30D | +97.0% | -21.1% | +118.0% | +38.1% |
| 3M | +39.5% | -3.1% | +42.6% | +64.3% |
| 6M | -54.9% | +17.4% | -72.3% | +36.4% |
| YTD | -90.4% | +135.3% | -225.7% | +67.5% |
| 1Y | -91.6% | +146.5% | -238.1% | +77.4% |
| All | -91.6% | +144.4% | -236.1% | +77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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