+96.4%
QQQM vs AMKR
+96.3%
+0.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.4% | -3.6% | -0.3% |
| 7D | -0.6% | +8.3% | -8.9% | -2.7% |
| 30D | -1.2% | -6.8% | +5.6% | +0.1% |
| 3M | -0.1% | -31.9% | +31.8% | +7.6% |
| 6M | +18.0% | +18.4% | -0.4% | +6.3% |
| YTD | +16.7% | +31.7% | -15.0% | 0.0% |
| 1Y | +23.0% | +105.2% | -82.2% | -10.4% |
| 3Y | +93.3% | +147.7% | -54.4% | +21.5% |
| All | +96.4% | +96.3% | +0.1% | +23.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling