-99.4%
SOXS vs AMIX
-99.9%
+0.6%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | +11.8% | -34.1% | -21.8% |
| 7D | -5.1% | +1.2% | -6.3% | -4.8% |
| 30D | +60.4% | -45.3% | +105.7% | +57.5% |
| 3M | +32.7% | -83.1% | +115.8% | +25.6% |
| 6M | -36.2% | -76.9% | +40.7% | -30.4% |
| YTD | -90.9% | -85.3% | -5.6% | -90.1% |
| 1Y | -92.2% | -89.8% | -2.3% | -91.5% |
| All | -99.4% | -99.9% | +0.6% | -99.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling