+28.1%
AMBA vs SOXQ
+192.4%
-164.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +7.0% | -1.8% | -1.4% |
| 7D | 0.0% | -2.9% | +2.8% | +2.3% |
| 30D | -8.6% | -20.1% | +11.5% | +12.4% |
| 3M | -29.0% | -18.6% | -10.3% | -14.7% |
| 6M | -19.2% | -14.6% | -4.6% | -7.2% |
| YTD | -13.0% | +42.1% | -55.0% | -39.9% |
| 1Y | -31.3% | +45.2% | -76.4% | -53.9% |
| 3Y | +28.1% | +195.3% | -167.1% | -58.1% |
| All | +28.1% | +192.4% | -164.2% | -58.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling