+146.0%
QLD vs AMKR
+59.6%
+86.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.7% | +0.3% | -1.2% |
| 7D | +7.0% | +10.0% | -3.0% | +2.5% |
| 30D | -14.3% | -19.4% | +5.1% | -6.4% |
| 3M | -16.0% | -37.4% | +21.4% | +1.2% |
| 6M | -14.2% | -51.5% | +37.2% | +11.5% |
| YTD | +12.8% | -8.1% | +20.8% | +2.9% |
| 1Y | +14.1% | +13.8% | +0.3% | -8.2% |
| 3Y | +146.0% | +59.4% | +86.6% | +39.0% |
| All | +146.0% | +59.6% | +86.4% | +39.0% |
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