+859.6%
AMKR vs XHB
+163.2%
+696.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.8% | +2.5% |
| 7D | +8.9% | -1.9% | +10.8% | +10.4% |
| 30D | -2.7% | -8.3% | +5.6% | +4.2% |
| 3M | -27.5% | -7.1% | -20.3% | -23.4% |
| 6M | +19.4% | -5.3% | +24.6% | +25.0% |
| YTD | +30.7% | -3.2% | +33.9% | +33.7% |
| 1Y | +107.9% | -13.9% | +121.8% | +133.8% |
| 3Y | +136.1% | +24.9% | +111.2% | +92.7% |
| 5Y | +96.6% | +34.5% | +62.1% | +52.0% |
| 10Y | +535.0% | +215.5% | +319.5% | +157.3% |
| All | +859.6% | +163.2% | +696.4% | +211.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling