-39.6%
AMBA vs SOXQ
+243.8%
-283.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.7% |
| 7D | +10.7% | +16.4% | -5.8% | -6.4% |
| 30D | -5.0% | -13.9% | +8.8% | +10.1% |
| 3M | -26.9% | -15.1% | -11.8% | -14.5% |
| 6M | -21.9% | -10.2% | -11.7% | -14.9% |
| YTD | -13.8% | +48.7% | -62.5% | -48.0% |
| 1Y | -36.1% | +48.9% | -85.0% | -61.9% |
| 3Y | +21.6% | +197.4% | -175.8% | -69.9% |
| 5Y | -68.8% | +188.2% | -256.9% | -90.7% |
| All | -39.6% | +243.8% | -283.4% | -85.0% |
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 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