+147.7%
AMKR vs SOXQ
+232.9%
-85.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.8% | +2.7% | +2.3% |
| 7D | +8.3% | +0.8% | +7.5% | +7.5% |
| 30D | -6.8% | -4.6% | -2.2% | -0.5% |
| 3M | -31.9% | -10.2% | -21.8% | -20.6% |
| 6M | +18.4% | +49.7% | -31.3% | -22.3% |
| YTD | +31.7% | +67.2% | -35.6% | -22.5% |
| 1Y | +105.2% | +98.0% | +7.2% | +2.2% |
| 3Y | +147.7% | +237.2% | -89.4% | -29.2% |
| All | +147.7% | +232.9% | -85.2% | -29.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling