+96.6%
AMKR vs EXR
-13.9%
+110.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.5% | +3.8% | +2.2% |
| 7D | +8.9% | -3.1% | +11.9% | +10.1% |
| 30D | -2.7% | -7.5% | +4.8% | +0.2% |
| 3M | -27.5% | -7.5% | -19.9% | -26.2% |
| 6M | +19.4% | -5.2% | +24.6% | +19.9% |
| YTD | +30.7% | +6.5% | +24.2% | +23.8% |
| 1Y | +107.9% | -2.0% | +109.9% | +104.1% |
| 3Y | +136.1% | +21.5% | +114.6% | +106.1% |
| 5Y | +96.6% | -11.5% | +108.1% | +111.4% |
| All | +96.6% | -13.9% | +110.5% | +111.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling