-91.6%
SOXS vs NOK
+19.5%
-111.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -2.6% | +11.4% | +5.0% |
| 7D | +46.7% | -10.4% | +57.1% | +29.4% |
| 30D | +97.0% | -19.0% | +116.0% | +62.9% |
| 3M | +39.5% | -16.7% | +56.3% | +30.6% |
| 6M | -54.9% | -37.1% | -17.8% | -61.4% |
| YTD | -90.4% | +27.7% | -118.0% | -85.1% |
| 1Y | -91.6% | +21.3% | -112.9% | -87.5% |
| All | -91.6% | +19.5% | -111.2% | -87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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