+40.2%
AMC vs SOXQ
+45.5%
-5.2%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -3.1% | +10.4% | +8.1% |
| 7D | +17.7% | -12.1% | +29.8% | +21.6% |
| 30D | +26.2% | -22.0% | +48.2% | +34.4% |
| 3M | +31.3% | -15.6% | +46.9% | +36.7% |
| 6M | +142.8% | -2.4% | +145.1% | +129.9% |
| YTD | +125.6% | +45.4% | +80.3% | +73.0% |
| 1Y | +40.2% | +47.7% | -7.4% | +6.3% |
| All | +40.2% | +45.5% | -5.2% | +6.3% |
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 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