+135.0%
AMKR vs SOXQ
+286.7%
-151.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.8% | +2.7% | +2.4% |
| 7D | +8.3% | +0.8% | +7.5% | +7.5% |
| 30D | -6.8% | -4.6% | -2.2% | -0.8% |
| 3M | -31.9% | -10.2% | -21.8% | -20.8% |
| 6M | +18.4% | +49.7% | -31.3% | -20.4% |
| YTD | +31.7% | +67.2% | -35.6% | -20.3% |
| 1Y | +105.2% | +98.0% | +7.2% | +5.3% |
| 3Y | +147.7% | +237.2% | -89.4% | -26.2% |
| 5Y | +99.4% | +261.3% | -161.9% | -42.2% |
| All | +135.0% | +286.7% | -151.7% | -34.1% |
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 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