-99.7%
SOXS vs ASX
+253.2%
-352.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -3.3% | +11.3% | +0.7% |
| 7D | -9.4% | +6.5% | -15.9% | +5.1% |
| 30D | +6.2% | +3.1% | +3.0% | +18.2% |
| 3M | -28.0% | +17.4% | -45.4% | +62.2% |
| 6M | -99.2% | +85.4% | -184.6% | -73.2% |
| YTD | -99.5% | +150.1% | -249.6% | -68.8% |
| 1Y | -99.7% | +256.3% | -356.0% | -66.7% |
| All | -99.7% | +253.2% | -352.9% | -66.7% |
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