-99.5%
AMC vs SOXQ
+283.8%
-383.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.4% | +1.0% | +2.4% |
| 7D | +2.3% | +2.3% | 0.0% | +1.0% |
| 30D | -0.7% | -2.3% | +1.5% | +0.5% |
| 3M | +35.2% | -13.8% | +49.0% | +43.1% |
| 6M | +124.6% | +48.6% | +76.0% | +63.9% |
| YTD | +69.9% | +66.0% | +3.9% | +14.2% |
| 1Y | -2.6% | +107.9% | -110.4% | -44.8% |
| 3Y | -79.8% | +224.1% | -303.9% | -93.0% |
| 5Y | -99.4% | +256.6% | -356.0% | -99.8% |
| All | -99.5% | +283.8% | -383.2% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling