-99.8%
SOXS vs VIK
+37.7%
-137.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +0.3% | -10.5% | -9.8% |
| 7D | -7.0% | -3.0% | -3.9% | -11.0% |
| 30D | +2.8% | -20.7% | +23.5% | -25.7% |
| 3M | -9.8% | -4.6% | -5.2% | -8.9% |
| 6M | -99.2% | +14.0% | -113.2% | -97.7% |
| YTD | -99.5% | +20.2% | -119.7% | -98.5% |
| 1Y | -99.8% | +36.0% | -135.8% | -99.2% |
| All | -99.8% | +37.7% | -137.5% | -99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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