+528.2%
AMKR vs XME
+421.4%
+106.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.0% | +5.4% | +5.2% |
| 7D | +8.3% | -4.2% | +12.5% | +12.1% |
| 30D | -6.8% | -2.7% | -4.1% | -4.6% |
| 3M | -31.9% | -3.9% | -28.0% | -29.1% |
| 6M | +18.4% | -1.0% | +19.3% | +21.3% |
| YTD | +31.7% | +9.8% | +21.9% | +24.4% |
| 1Y | +105.2% | +32.5% | +72.7% | +66.8% |
| 3Y | +147.7% | +124.3% | +23.4% | +34.5% |
| 5Y | +99.4% | +165.8% | -66.4% | -10.1% |
| All | +528.2% | +421.4% | +106.8% | +64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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