-91.6%
AMIX vs SOXQ
+45.5%
-137.0%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.1% | +0.1% | +1.2% |
| 7D | -25.1% | -12.1% | -13.0% | -10.4% |
| 30D | -54.5% | -22.0% | -32.5% | -36.4% |
| 3M | -91.7% | -15.6% | -76.2% | -90.0% |
| 6M | -79.4% | -2.4% | -77.1% | -75.6% |
| YTD | -86.1% | +45.4% | -131.4% | -85.0% |
| 1Y | -91.6% | +47.7% | -139.2% | -90.9% |
| All | -91.6% | +45.5% | -137.0% | -90.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling