+9.5%
AGI vs SOXQ
+98.3%
-88.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | 0.0% |
| 7D | -2.7% | +0.8% | -3.5% | -3.0% |
| 30D | +7.2% | -4.6% | +11.8% | +9.1% |
| 3M | +4.3% | -10.2% | +14.4% | +6.6% |
| 6M | -27.1% | +49.7% | -76.8% | -43.3% |
| YTD | -6.6% | +67.2% | -73.9% | -31.3% |
| 1Y | +9.5% | +98.0% | -88.5% | -28.0% |
| All | +9.5% | +98.3% | -88.8% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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