+160.7%
SOXX vs AMIX
-99.9%
+260.6%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.0% | +1.3% | -2.7% |
| 7D | +3.0% | -6.3% | +9.3% | +3.1% |
| 30D | -3.1% | -51.9% | +48.8% | -2.4% |
| 3M | -4.4% | -44.9% | +40.5% | -7.0% |
| 6M | +52.9% | -47.9% | +100.8% | +48.7% |
| YTD | +72.0% | -62.0% | +134.0% | +67.4% |
| 1Y | +105.1% | -82.0% | +187.1% | +100.2% |
| All | +160.7% | -99.9% | +260.6% | +140.7% |
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