+313.4%
AMKR vs XRT
+539.9%
-226.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.1% | -3.1% |
| 7D | +10.0% | +1.7% | +8.3% | +8.4% |
| 30D | -19.4% | +7.5% | -26.9% | -25.8% |
| 3M | -37.4% | +2.2% | -39.5% | -39.9% |
| 6M | -51.5% | +14.7% | -66.1% | -59.1% |
| YTD | -8.1% | +7.5% | -15.6% | -17.2% |
| 1Y | +13.8% | +14.1% | -0.3% | -3.1% |
| 3Y | +59.4% | +58.8% | +0.6% | -0.4% |
| 5Y | +65.9% | -3.9% | +69.8% | +65.3% |
| 10Y | +238.6% | +137.7% | +100.9% | +24.9% |
| All | +313.4% | +539.9% | -226.6% | -50.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling