-58.9%
AMC vs SOXQ
+189.0%
-247.8%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.5% | +0.8% | -1.5% |
| 7D | +3.5% | +8.2% | -4.7% | +0.7% |
| 30D | +12.5% | -13.2% | +25.6% | +17.6% |
| 3M | +23.6% | -18.5% | +42.1% | +31.5% |
| 6M | +144.4% | -15.4% | +159.8% | +152.3% |
| YTD | +108.3% | +43.6% | +64.8% | +74.0% |
| 1Y | +38.9% | +49.2% | -10.4% | +14.2% |
| 3Y | -58.9% | +190.2% | -249.1% | -78.5% |
| All | -58.9% | +189.0% | -247.8% | -78.5% |
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