-18.7%
AMBA vs SOXQ
+105.6%
-124.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.4% | +8.0% | +8.0% |
| 7D | +2.5% | +5.2% | -2.8% | -2.6% |
| 30D | -16.1% | -0.5% | -15.6% | -16.1% |
| 3M | +4.6% | -5.6% | +10.3% | +10.8% |
| 6M | +29.2% | +53.0% | -23.8% | -14.7% |
| YTD | -2.9% | +68.8% | -71.7% | -42.5% |
| 1Y | -18.7% | +105.7% | -124.5% | -63.5% |
| All | -18.7% | +105.6% | -124.3% | -63.5% |
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