-22.5%
AMBA vs SOXQ
+111.3%
-133.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.4% | -4.1% | -4.0% |
| 7D | -11.0% | +2.3% | -13.3% | -13.1% |
| 30D | -23.2% | -2.3% | -20.9% | -21.7% |
| 3M | -12.7% | -13.8% | +1.0% | +1.4% |
| 6M | +11.2% | +48.6% | -37.4% | -24.4% |
| YTD | -11.2% | +66.0% | -77.2% | -46.7% |
| 1Y | -22.5% | +107.9% | -130.4% | -65.8% |
| All | -22.5% | +111.3% | -133.9% | -65.8% |
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