-91.6%
SOXS vs KO
+43.6%
-135.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.1% | +7.7% | +5.7% |
| 7D | +46.7% | +4.4% | +42.2% | +31.5% |
| 30D | +97.0% | +10.7% | +86.2% | +55.6% |
| 3M | +39.5% | +11.3% | +28.2% | +9.9% |
| 6M | -54.9% | +24.0% | -79.0% | -69.2% |
| YTD | -90.4% | +39.7% | -130.1% | -94.8% |
| 1Y | -91.6% | +43.2% | -134.9% | -95.7% |
| All | -91.6% | +43.6% | -135.3% | -95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KO.
Daily Out/Under-Performance
Portfolio return minus KO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KO 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 KO 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