+501.5%
AMKR vs XRT
+125.1%
+376.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.7% | -2.9% |
| 7D | +5.5% | -3.6% | +9.1% | +8.7% |
| 30D | -8.6% | -6.7% | -1.9% | -3.6% |
| 3M | -28.7% | -1.4% | -27.3% | -29.5% |
| 6M | +13.3% | +1.7% | +11.6% | +9.3% |
| YTD | +26.1% | -1.5% | +27.5% | +25.2% |
| 1Y | +101.2% | -2.5% | +103.7% | +102.4% |
| 3Y | +127.7% | +39.9% | +87.8% | +68.6% |
| 5Y | +90.9% | -2.6% | +93.5% | +90.6% |
| All | +501.5% | +125.1% | +376.4% | +159.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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