-91.6%
SOXS vs VIK
+55.4%
-147.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +6.2% | +2.6% | +16.2% |
| 7D | +46.7% | +5.4% | +41.3% | +55.4% |
| 30D | +97.0% | +12.5% | +84.4% | +128.1% |
| 3M | +39.5% | -15.2% | +54.8% | +13.7% |
| 6M | -54.9% | +15.4% | -70.3% | -41.4% |
| YTD | -90.4% | +27.7% | -118.1% | -83.9% |
| 1Y | -91.6% | +59.7% | -151.4% | -84.2% |
| All | -91.6% | +55.4% | -147.1% | -84.2% |
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