+1,553.3%
QLD vs AMKR
+254.5%
+1,298.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +10.5% | -5.9% | -0.6% |
| 7D | -1.2% | +6.8% | -8.0% | -4.5% |
| 30D | -15.7% | -20.8% | +5.1% | -6.1% |
| 3M | -10.0% | -29.7% | +19.7% | +4.6% |
| 6M | -11.2% | -50.2% | +39.0% | +17.0% |
| YTD | +16.4% | -3.0% | +19.4% | +3.7% |
| 1Y | +12.7% | +12.0% | +0.7% | -8.1% |
| 3Y | +152.3% | +67.0% | +85.3% | +53.7% |
| 5Y | +91.8% | +76.5% | +15.3% | +12.5% |
| All | +1,553.3% | +254.5% | +1,298.8% | +453.4% |
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