-91.6%
SOXS vs AMIX
-92.3%
+0.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -3.0% | +11.8% | +8.6% |
| 7D | +46.7% | -25.1% | +71.8% | +45.1% |
| 30D | +97.0% | -54.5% | +151.5% | +91.1% |
| 3M | +39.5% | -91.7% | +131.3% | +27.6% |
| 6M | -54.9% | -79.4% | +24.5% | -53.6% |
| YTD | -90.4% | -86.1% | -4.3% | -90.0% |
| 1Y | -91.6% | -91.6% | -0.1% | -91.3% |
| All | -91.6% | -92.3% | +0.7% | -91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling