+7,443.4%
QLD vs AMKR
+291.9%
+7,151.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +7.6% | -5.1% | -1.0% |
| 7D | -10.3% | -16.9% | +6.6% | -2.4% |
| 30D | -26.1% | -37.2% | +11.2% | -8.9% |
| 3M | -17.8% | -39.3% | +21.5% | +1.4% |
| 6M | -15.6% | -57.4% | +41.8% | +17.5% |
| YTD | +5.4% | -16.5% | +21.8% | +3.0% |
| 1Y | +5.2% | -6.0% | +11.2% | -3.6% |
| 3Y | +139.4% | +46.2% | +93.3% | +68.6% |
| 5Y | +66.7% | +49.3% | +17.4% | +16.6% |
| 10Y | +1,422.1% | +239.3% | +1,182.8% | +529.3% |
| All | +7,443.4% | +291.9% | +7,151.5% | +2,162.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling