+1,646.5%
QLD vs AMKR
+494.5%
+1,152.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.2% | -6.3% | -3.2% |
| 7D | +3.0% | +11.1% | -8.1% | -2.5% |
| 30D | -1.8% | -8.1% | +6.2% | +1.2% |
| 3M | -1.8% | -25.6% | +23.8% | +8.1% |
| 6M | +36.9% | +22.5% | +14.4% | +13.6% |
| YTD | +28.7% | +29.1% | -0.4% | +1.0% |
| 1Y | +41.9% | +105.7% | -63.8% | -15.8% |
| 3Y | +184.2% | +133.2% | +51.0% | +49.0% |
| 5Y | +122.1% | +98.5% | +23.6% | +23.6% |
| 10Y | +1,646.5% | +490.6% | +1,155.9% | +381.4% |
| All | +1,646.5% | +494.5% | +1,152.0% | +381.4% |
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