-99.8%
AMIX vs SOXQ
+176.4%
-276.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -1.1% |
| 7D | -3.4% | +5.3% | -8.7% | -6.8% |
| 30D | -54.4% | -3.7% | -50.7% | -53.5% |
| 3M | -45.7% | -7.8% | -37.9% | -44.3% |
| 6M | -49.2% | +58.4% | -107.5% | -51.3% |
| YTD | -60.3% | +68.1% | -128.5% | -62.3% |
| 1Y | -81.4% | +105.4% | -186.7% | -82.4% |
| All | -99.8% | +176.4% | -276.2% | -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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling