+1.9%
AMKR vs SOXQ
+45.5%
-43.6%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.1% | -2.1% | -1.0% |
| 7D | -15.5% | -12.1% | -3.4% | +0.2% |
| 30D | -34.7% | -22.0% | -12.7% | -8.6% |
| 3M | -36.1% | -15.6% | -20.5% | -18.6% |
| 6M | -49.6% | -2.4% | -47.2% | -48.5% |
| YTD | -9.2% | +45.4% | -54.6% | -46.8% |
| 1Y | +1.9% | +47.7% | -45.8% | -41.1% |
| All | +1.9% | +45.5% | -43.6% | -41.1% |
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