-1.8%
AMKR vs QQQI
+8.9%
-10.7%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.0% | -6.2% | -8.2% |
| 7D | -15.5% | -4.2% | -11.3% | -3.9% |
| 30D | -34.7% | -7.1% | -27.6% | -18.0% |
| 3M | -36.1% | -2.7% | -33.4% | -29.7% |
| 6M | -49.6% | +2.0% | -51.6% | -49.3% |
| YTD | -9.2% | +8.2% | -17.5% | -20.7% |
| All | -1.8% | +8.9% | -10.7% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 1y: compounded portfolio wealth divided by compounded QQQI 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…
1y analysis · Full analysis span regression · 6 months rolling