+179.0%
SOXX vs APH
+269.8%
-90.9%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.7% | -1.9% | -2.4% |
| 7D | +9.4% | +4.9% | +4.5% | +5.6% |
| 30D | -13.8% | -5.4% | -8.4% | -10.1% |
| 3M | -18.6% | -5.5% | -13.2% | -15.3% |
| 6M | -15.1% | +25.9% | -41.0% | -26.8% |
| YTD | +49.0% | +16.4% | +32.6% | +27.1% |
| 1Y | +55.3% | +16.5% | +38.8% | +32.0% |
| 3Y | +179.0% | +270.9% | -91.9% | -30.1% |
| All | +179.0% | +269.8% | -90.9% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 3y: compounded portfolio wealth divided by compounded APH 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…
3y analysis · Full analysis span regression · 6 months rolling