-99.8%
AMIX vs SOXQ
+172.9%
-272.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.4% | -5.3% | -4.2% |
| 7D | -13.7% | +2.3% | -16.1% | -15.2% |
| 30D | -62.1% | -2.3% | -59.8% | -61.9% |
| 3M | -46.2% | -13.8% | -32.4% | -44.0% |
| 6M | -46.4% | +48.6% | -95.0% | -47.9% |
| YTD | -60.3% | +66.0% | -126.2% | -61.9% |
| 1Y | -79.7% | +107.9% | -187.5% | -80.7% |
| All | -99.8% | +172.9% | -272.7% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling