-54.3%
AMBA vs SOXQ
+260.3%
-314.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.4% | -4.1% | -4.5% |
| 7D | -11.0% | +2.3% | -13.3% | -13.4% |
| 30D | -23.2% | -2.3% | -20.9% | -21.5% |
| 3M | -12.7% | -13.8% | +1.0% | +2.3% |
| 6M | +11.2% | +48.6% | -37.4% | -30.9% |
| YTD | -11.2% | +66.0% | -77.2% | -51.7% |
| 1Y | -22.5% | +107.9% | -130.4% | -67.8% |
| 3Y | -1.3% | +224.1% | -225.5% | -77.5% |
| All | -54.3% | +260.3% | -314.6% | -89.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling