-91.6%
SOXS vs KGC
-5.3%
-86.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +7.5% | +1.3% | +16.1% |
| 7D | +46.7% | -6.8% | +53.4% | +37.2% |
| 30D | +97.0% | -9.2% | +106.1% | +82.2% |
| 3M | +39.5% | -9.1% | +48.7% | +34.2% |
| 6M | -54.9% | -25.7% | -29.3% | -60.3% |
| YTD | -90.4% | -23.6% | -66.8% | -89.5% |
| 1Y | -91.6% | -4.3% | -87.3% | -86.1% |
| All | -91.6% | -5.3% | -86.3% | -86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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