-46.4%
AMIX vs SOXQ
+49.3%
-95.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.4% | -5.3% | -8.0% |
| 7D | -13.7% | +2.3% | -16.1% | -17.7% |
| 30D | -62.1% | -2.3% | -59.8% | -62.1% |
| 3M | -46.2% | -13.8% | -32.4% | -41.5% |
| 6M | -46.4% | +48.6% | -95.0% | -41.2% |
| All | -46.4% | +49.3% | -95.7% | -41.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling