+528.2%
AMKR vs XHB
+215.4%
+312.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.6% | +2.8% | +2.9% |
| 7D | +8.3% | -4.6% | +12.9% | +13.2% |
| 30D | -6.8% | -9.1% | +2.4% | +1.9% |
| 3M | -31.9% | -8.6% | -23.4% | -26.5% |
| 6M | +18.4% | -4.0% | +22.4% | +23.0% |
| YTD | +31.7% | -3.9% | +35.6% | +35.5% |
| 1Y | +105.2% | -16.5% | +121.7% | +141.4% |
| 3Y | +147.7% | +22.6% | +125.2% | +93.2% |
| 5Y | +99.4% | +33.9% | +65.4% | +42.1% |
| All | +528.2% | +215.4% | +312.8% | +100.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 10y: compounded portfolio wealth divided by compounded XHB 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…
10y analysis · Full analysis span regression · 6 months rolling