+1,241.4%
AMKR vs EXR
+2,662.2%
-1,420.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +2.4% |
| 7D | 0.0% | -2.6% | +2.5% | +1.3% |
| 30D | -11.1% | -7.2% | -4.0% | -7.8% |
| 3M | -35.2% | -3.5% | -31.7% | -35.0% |
| 6M | +4.9% | -5.3% | +10.2% | +6.0% |
| YTD | +21.6% | +9.4% | +12.2% | +13.4% |
| 1Y | +98.0% | +1.3% | +96.7% | +91.4% |
| 3Y | +77.8% | +22.4% | +55.4% | +52.1% |
| 5Y | +79.9% | -12.2% | +92.1% | +77.3% |
| 10Y | +456.9% | +148.6% | +308.3% | +184.1% |
| All | +1,241.4% | +2,662.2% | -1,420.8% | +67.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling