-22.1%
AMT vs SOXQ
+286.7%
-308.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.8% | +1.0% | +2.7% |
| 7D | +1.1% | +0.8% | +0.4% | +1.1% |
| 30D | +4.4% | -4.6% | +8.9% | +4.5% |
| 3M | -5.2% | -10.2% | +5.0% | -4.9% |
| 6M | -0.8% | +49.7% | -50.5% | -5.3% |
| YTD | +3.3% | +67.2% | -64.0% | -2.6% |
| 1Y | -6.0% | +98.0% | -104.0% | -13.2% |
| 3Y | +9.6% | +237.2% | -227.6% | -13.6% |
| 5Y | -29.2% | +261.3% | -290.5% | -47.9% |
| All | -22.1% | +286.7% | -308.8% | -43.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling