+1,013.4%
AMKR vs XLRE
+109.5%
+903.9%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.9% | +3.6% | +3.7% |
| 7D | +8.3% | -1.2% | +9.5% | +9.4% |
| 30D | -6.8% | -2.4% | -4.4% | -4.9% |
| 3M | -31.9% | -2.5% | -29.5% | -31.4% |
| 6M | +18.4% | +4.0% | +14.4% | +12.6% |
| YTD | +31.7% | +9.3% | +22.4% | +19.5% |
| 1Y | +105.2% | +5.6% | +99.7% | +91.9% |
| 3Y | +147.7% | +31.3% | +116.5% | +90.4% |
| 5Y | +99.4% | +9.5% | +89.8% | +79.2% |
| 10Y | +539.7% | +89.0% | +450.7% | +292.8% |
| All | +1,013.4% | +109.5% | +903.9% | +577.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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