-99.5%
AMC vs SOXQ
+265.0%
-364.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.3% | -4.7% | -4.2% |
| 7D | -0.8% | +5.3% | -6.1% | -3.7% |
| 30D | -1.2% | -3.7% | +2.5% | +0.9% |
| 3M | +42.2% | -7.8% | +50.0% | +44.3% |
| 6M | +118.8% | +58.4% | +60.4% | +52.9% |
| YTD | +64.1% | +68.1% | -4.0% | +9.2% |
| 1Y | -9.5% | +105.4% | -114.9% | -48.4% |
| 3Y | -64.3% | +239.2% | -303.6% | -88.3% |
| 5Y | -99.5% | +266.9% | -366.4% | -99.8% |
| All | -99.5% | +265.0% | -364.5% | -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 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