-99.3%
AMC vs SOXQ
+243.8%
-343.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.8% | -2.0% |
| 7D | +8.4% | +16.4% | -8.0% | -0.8% |
| 30D | +9.2% | -13.9% | +23.0% | +18.3% |
| 3M | +32.0% | -15.1% | +47.2% | +43.3% |
| 6M | +149.3% | -10.2% | +159.4% | +150.6% |
| YTD | +114.1% | +48.7% | +65.4% | +51.7% |
| 1Y | +35.8% | +48.9% | -13.2% | -4.2% |
| 3Y | -58.3% | +197.4% | -255.7% | -85.1% |
| 5Y | -99.2% | +188.2% | -287.3% | -99.7% |
| All | -99.3% | +243.8% | -343.1% | -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