+9,127.5%
QLD vs AMKR
+470.4%
+8,657.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.6% |
| 3M | -8.4% | -35.2% | +26.8% | +7.1% |
| 6M | +32.2% | +4.9% | +27.3% | +20.6% |
| YTD | +28.9% | +21.6% | +7.3% | +7.3% |
| 1Y | +43.8% | +98.0% | -54.2% | -7.3% |
| 3Y | +176.6% | +77.8% | +98.8% | +78.5% |
| 5Y | +121.6% | +79.9% | +41.7% | +42.5% |
| 10Y | +1,652.9% | +456.9% | +1,196.0% | +483.1% |
| All | +9,127.5% | +470.4% | +8,657.0% | +2,256.5% |
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