+147.7%
AMKR vs XEL
+46.5%
+101.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.1% | +4.3% | +4.5% |
| 7D | +8.3% | -0.3% | +8.6% | +8.2% |
| 30D | -6.8% | -3.9% | -2.8% | -7.4% |
| 3M | -31.9% | -2.8% | -29.1% | -32.3% |
| 6M | +18.4% | -5.4% | +23.8% | +17.4% |
| YTD | +31.7% | +3.8% | +27.9% | +32.7% |
| 1Y | +105.2% | +6.8% | +98.4% | +107.6% |
| 3Y | +147.7% | +45.6% | +102.2% | +169.7% |
| All | +147.7% | +46.5% | +101.3% | +169.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 3y: compounded portfolio wealth divided by compounded XEL 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…
3y analysis · Full analysis span regression · 6 months rolling