-93.5%
SOXS vs AMIX
-91.8%
-1.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.1% | -20.0% | +1.9% | -19.0% |
| 7D | -22.3% | -8.1% | -14.2% | -22.4% |
| 30D | +21.9% | -52.3% | +74.1% | +18.6% |
| 3M | +4.2% | -83.8% | +88.0% | -2.4% |
| 6M | -43.4% | -79.0% | +35.6% | -41.8% |
| YTD | -92.5% | -87.2% | -5.3% | -92.3% |
| 1Y | -93.5% | -91.7% | -1.8% | -93.3% |
| All | -93.5% | -91.8% | -1.7% | -93.3% |
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