-99.8%
SOXS vs KO
+31.0%
-130.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -0.8% | -9.4% | -7.8% |
| 7D | -7.0% | -1.8% | -5.2% | -2.0% |
| 30D | +2.8% | +1.4% | +1.4% | -0.4% |
| 3M | -9.8% | +15.4% | -25.2% | -30.6% |
| 6M | -99.2% | +14.3% | -113.5% | -99.1% |
| YTD | -99.5% | +27.7% | -127.2% | -99.6% |
| 1Y | -99.8% | +32.7% | -132.5% | -99.8% |
| All | -99.8% | +31.0% | -130.8% | -99.8% |
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