+14.7%
FXI vs AMKR
+547.1%
-532.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.4% | -4.0% | -0.4% |
| 7D | -3.9% | +8.3% | -12.2% | -5.3% |
| 30D | -2.1% | -6.8% | +4.7% | -1.4% |
| 3M | -0.5% | -31.9% | +31.5% | +4.0% |
| 6M | -4.5% | +18.4% | -22.9% | -11.7% |
| YTD | -9.2% | +31.7% | -40.9% | -18.6% |
| 1Y | -13.8% | +105.2% | -119.0% | -30.2% |
| 3Y | +36.6% | +147.7% | -111.2% | +1.3% |
| 5Y | -6.7% | +99.4% | -106.0% | -30.2% |
| All | +14.7% | +547.1% | -532.4% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMKR.
Daily Out/Under-Performance
Portfolio return minus AMKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMKR 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 AMKR 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