+96.6%
AMKR vs XRT
-2.4%
+99.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.6% | +2.9% | +2.7% |
| 7D | +8.9% | -2.4% | +11.3% | +11.0% |
| 30D | -2.7% | -6.9% | +4.2% | +3.1% |
| 3M | -27.5% | -0.4% | -27.0% | -29.1% |
| 6M | +19.4% | +2.2% | +17.2% | +14.1% |
| YTD | +30.7% | -0.7% | +31.4% | +28.5% |
| 1Y | +107.9% | -2.0% | +109.9% | +107.7% |
| 3Y | +136.1% | +41.0% | +95.1% | +70.6% |
| 5Y | +96.6% | -3.3% | +99.9% | +92.9% |
| All | +96.6% | -2.4% | +99.0% | +92.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling