+149.7%
XBI vs AMKR
+547.1%
-397.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.4% | -4.8% | -1.5% |
| 7D | -4.6% | +8.3% | -12.9% | -6.6% |
| 30D | -2.0% | -6.8% | +4.8% | -1.0% |
| 3M | +17.8% | -31.9% | +49.7% | +25.3% |
| 6M | +23.7% | +18.4% | +5.4% | +11.4% |
| YTD | +28.2% | +31.7% | -3.4% | +10.6% |
| 1Y | +64.0% | +105.2% | -41.3% | +22.5% |
| 3Y | +99.4% | +147.7% | -48.3% | +33.0% |
| 5Y | +19.3% | +99.4% | -80.0% | -19.3% |
| All | +149.7% | +547.1% | -397.4% | +5.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling