+107.5%
SOXX vs APP
-43.0%
+150.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.0% | -1.1% | +1.5% |
| 7D | +1.4% | +1.1% | +0.3% | +1.2% |
| 30D | -3.6% | +6.6% | -10.2% | -4.4% |
| 3M | -10.2% | -32.3% | +22.2% | -6.0% |
| 6M | +54.2% | -29.8% | +84.0% | +58.7% |
| YTD | +75.2% | -51.9% | +127.1% | +88.6% |
| 1Y | +107.5% | -43.3% | +150.8% | +119.9% |
| All | +107.5% | -43.0% | +150.5% | +119.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APP.
Daily Out/Under-Performance
Portfolio return minus APP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APP 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 APP 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