-79.7%
AMIX vs SOXQ
+111.3%
-191.0%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.4% | -5.3% | -6.8% |
| 7D | -13.7% | +2.3% | -16.1% | -16.9% |
| 30D | -62.1% | -2.3% | -59.8% | -62.0% |
| 3M | -46.2% | -13.8% | -32.4% | -41.6% |
| 6M | -46.4% | +48.6% | -95.0% | -52.9% |
| YTD | -60.3% | +66.0% | -126.2% | -67.5% |
| 1Y | -79.7% | +107.9% | -187.5% | -82.7% |
| All | -79.7% | +111.3% | -191.0% | -82.7% |
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