+478.6%
SOXL vs AMKR
+135.2%
+343.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.4% | +0.8% | -1.5% |
| 7D | +3.9% | +8.3% | -4.4% | -8.0% |
| 30D | -14.3% | -6.8% | -7.5% | -5.0% |
| 3M | -45.6% | -31.9% | -13.7% | +2.5% |
| 6M | +117.2% | +18.4% | +98.8% | +93.7% |
| YTD | +189.8% | +31.7% | +158.2% | +108.4% |
| 1Y | +317.7% | +105.2% | +212.5% | +36.7% |
| 3Y | +478.6% | +147.7% | +330.9% | +59.8% |
| All | +478.6% | +135.2% | +343.5% | +59.8% |
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