-99.8%
SOXS vs KR
-12.5%
-87.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +0.1% | -10.3% | -10.5% |
| 7D | -7.0% | +1.5% | -8.5% | -10.3% |
| 30D | +2.8% | +4.1% | -1.3% | -6.4% |
| 3M | -9.8% | -5.2% | -4.6% | +10.1% |
| 6M | -99.2% | -12.8% | -86.4% | -97.0% |
| YTD | -99.5% | -4.6% | -94.9% | -98.4% |
| 1Y | -99.8% | -11.7% | -88.1% | -99.2% |
| All | -99.8% | -12.5% | -87.3% | -99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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