+47.9%
XBI vs AMKR
+0.7%
+47.2%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -5.2% | +7.9% | +3.2% |
| 7D | +1.0% | -15.5% | +16.5% | +2.7% |
| 30D | +1.9% | -34.7% | +36.6% | +6.1% |
| 3M | +4.8% | -36.1% | +40.8% | +8.9% |
| 6M | +19.3% | -49.6% | +68.9% | +24.9% |
| YTD | +30.6% | -9.2% | +39.8% | +25.8% |
| 1Y | +47.9% | +1.9% | +46.0% | +40.7% |
| All | +47.9% | +0.7% | +47.2% | +40.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling