+446.8%
AMKR vs XRT
+514.3%
-67.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.8% | +0.8% |
| 7D | 0.0% | +0.8% | -0.9% | -0.8% |
| 30D | -11.1% | -4.2% | -7.0% | -8.0% |
| 3M | -35.2% | +5.1% | -40.3% | -39.5% |
| 6M | +4.9% | +2.4% | +2.5% | +0.6% |
| YTD | +21.6% | +3.2% | +18.4% | +15.7% |
| 1Y | +98.0% | +1.5% | +96.5% | +92.1% |
| 3Y | +77.8% | +40.6% | +37.3% | +26.8% |
| 5Y | +79.9% | -1.0% | +80.9% | +76.3% |
| 10Y | +456.9% | +128.4% | +328.5% | +116.5% |
| All | +446.8% | +514.3% | -67.5% | -30.4% |
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