+8.1%
AMT vs SOXQ
+235.9%
-227.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.5% | -0.1% |
| 7D | +1.5% | +5.2% | -3.8% | +2.0% |
| 30D | +3.7% | -0.5% | +4.3% | +3.8% |
| 3M | -7.2% | -5.6% | -1.6% | -7.3% |
| 6M | -4.2% | +53.0% | -57.2% | -0.5% |
| YTD | +1.9% | +68.8% | -66.9% | +6.7% |
| 1Y | -6.4% | +105.7% | -112.1% | -0.2% |
| All | +8.1% | +235.9% | -227.8% | -0.7% |
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