-15.1%
SOXX vs AMIX
-80.2%
+65.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.1% | -4.8% | -3.7% |
| 7D | +9.4% | -9.9% | +19.2% | +9.4% |
| 30D | -13.8% | -52.8% | +39.0% | -12.9% |
| 3M | -18.6% | -80.0% | +61.4% | -16.9% |
| 6M | -15.1% | -80.2% | +65.1% | -6.7% |
| All | -15.1% | -80.2% | +65.1% | -6.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling