+69.1%
BAM vs SOXQ
+327.0%
-258.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.7% | -0.6% |
| 7D | -6.6% | +0.8% | -7.4% | -6.9% |
| 30D | -12.4% | -4.6% | -7.9% | -11.2% |
| 3M | +2.4% | -10.2% | +12.5% | +4.4% |
| 6M | +7.9% | +49.7% | -41.7% | -12.2% |
| YTD | -7.0% | +67.2% | -74.3% | -28.1% |
| 1Y | -13.4% | +98.0% | -111.4% | -37.9% |
| 3Y | +46.9% | +237.2% | -190.3% | -19.4% |
| All | +69.1% | +327.0% | -258.0% | -16.2% |
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 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