-40.3%
AMBA vs SOXQ
+227.1%
-267.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.6% |
| 7D | -2.6% | -5.7% | +3.1% | +3.2% |
| 30D | -10.5% | -20.5% | +10.0% | +13.4% |
| 3M | -26.4% | -16.6% | -9.8% | -12.4% |
| 6M | -20.9% | -15.0% | -5.9% | -8.4% |
| YTD | -14.8% | +41.5% | -56.3% | -45.6% |
| 1Y | -36.1% | +40.2% | -76.3% | -59.2% |
| 3Y | +20.2% | +183.0% | -162.7% | -68.6% |
| 5Y | -67.2% | +181.3% | -248.5% | -90.0% |
| All | -40.3% | +227.1% | -267.4% | -84.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling