-99.8%
SOXS vs VIK
+34.6%
-134.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.2% | -6.8% | -3.8% |
| 7D | -4.7% | -0.9% | -3.8% | -5.8% |
| 30D | +7.7% | -18.4% | +26.1% | -18.9% |
| 3M | -10.2% | -8.8% | -1.4% | -16.2% |
| 6M | -99.2% | +17.1% | -116.3% | -97.7% |
| YTD | -99.5% | +19.0% | -118.6% | -98.5% |
| 1Y | -99.8% | +30.1% | -129.9% | -99.2% |
| All | -99.8% | +34.6% | -134.3% | -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