+301.2%
AMKR vs XEL
+771.1%
-469.9%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.5% | -3.2% |
| 7D | +5.5% | -1.2% | +6.7% | +6.0% |
| 30D | -8.6% | -2.9% | -5.7% | -7.7% |
| 3M | -28.7% | -2.7% | -26.0% | -28.3% |
| 6M | +13.3% | -6.5% | +19.8% | +15.1% |
| YTD | +26.1% | +3.6% | +22.4% | +23.5% |
| 1Y | +101.2% | +7.5% | +93.7% | +94.0% |
| 3Y | +127.7% | +46.3% | +81.4% | +92.4% |
| 5Y | +90.9% | +30.5% | +60.3% | +65.7% |
| 10Y | +512.5% | +151.4% | +361.1% | +306.9% |
| All | +301.2% | +771.1% | -469.9% | +72.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling