+501.5%
AMKR vs EXR
+149.6%
+351.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.6% | -4.1% | -3.7% |
| 7D | +5.5% | -3.2% | +8.7% | +6.6% |
| 30D | -8.6% | -6.9% | -1.7% | -6.5% |
| 3M | -28.7% | -7.8% | -20.9% | -27.5% |
| 6M | +13.3% | -4.9% | +18.1% | +13.7% |
| YTD | +26.1% | +7.2% | +18.9% | +20.7% |
| 1Y | +101.2% | -1.5% | +102.7% | +98.3% |
| 3Y | +127.7% | +22.3% | +105.5% | +105.8% |
| 5Y | +90.9% | -10.9% | +101.8% | +89.1% |
| All | +501.5% | +149.6% | +351.8% | +361.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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