-81.7%
AMIX vs SOXQ
+104.8%
-186.5%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -2.1% |
| 7D | -3.4% | +5.3% | -8.7% | -10.6% |
| 30D | -54.4% | -3.7% | -50.7% | -52.7% |
| 3M | -45.7% | -7.8% | -37.9% | -43.0% |
| 6M | -49.2% | +58.4% | -107.5% | -57.0% |
| YTD | -60.3% | +68.1% | -128.5% | -68.0% |
| All | -81.7% | +104.8% | -186.5% | -86.1% |
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