-99.3%
AMC vs SOXQ
+231.9%
-331.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.5% | +0.8% | -0.7% |
| 7D | +3.5% | +8.2% | -4.7% | -1.2% |
| 30D | +12.5% | -13.2% | +25.6% | +21.2% |
| 3M | +23.6% | -18.5% | +42.1% | +37.3% |
| 6M | +144.4% | -15.4% | +159.8% | +155.0% |
| YTD | +108.3% | +43.6% | +64.8% | +50.6% |
| 1Y | +38.9% | +49.2% | -10.4% | -2.6% |
| 3Y | -58.9% | +190.2% | -249.1% | -85.2% |
| 5Y | -99.2% | +178.2% | -277.4% | -99.7% |
| All | -99.3% | +231.9% | -331.3% | -99.8% |
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