-89.7%
AMIX vs SOXQ
+40.3%
-130.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.4% | +9.2% | +9.4% |
| 7D | +11.4% | -5.7% | +17.1% | +19.0% |
| 30D | -40.5% | -20.5% | -20.1% | -20.5% |
| 3M | -80.1% | -16.6% | -63.5% | -76.1% |
| 6M | -74.8% | -15.0% | -59.9% | -68.9% |
| YTD | -84.0% | +41.5% | -125.5% | -82.3% |
| 1Y | -89.7% | +40.2% | -129.9% | -88.6% |
| All | -89.7% | +40.3% | -130.0% | -88.6% |
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