+185.3%
QLD vs AMKR
+115.5%
+69.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.4% | -0.5% |
| 7D | +0.6% | 0.0% | +0.6% | +0.5% |
| 30D | -0.1% | -11.1% | +11.0% | +4.4% |
| 3M | -8.4% | -35.2% | +26.8% | +6.9% |
| 6M | +32.2% | +4.9% | +27.3% | +19.5% |
| YTD | +28.9% | +21.6% | +7.3% | +5.2% |
| 1Y | +43.8% | +98.0% | -54.2% | -13.6% |
| All | +185.3% | +115.5% | +69.9% | +40.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling