+910.3%
XBI vs AMKR
+860.6%
+49.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.5% | +1.9% | -0.8% |
| 7D | -4.6% | +5.5% | -10.1% | -5.8% |
| 30D | -0.8% | -8.6% | +7.8% | +0.6% |
| 3M | +21.8% | -28.7% | +50.5% | +27.4% |
| 6M | +23.2% | +13.3% | +9.9% | +13.9% |
| YTD | +28.7% | +26.1% | +2.7% | +14.7% |
| 1Y | +67.8% | +101.2% | -33.4% | +31.7% |
| 3Y | +100.6% | +127.7% | -27.1% | +46.3% |
| 5Y | +19.8% | +90.9% | -71.1% | -11.8% |
| 10Y | +159.7% | +512.5% | -352.7% | +32.5% |
| All | +910.3% | +860.6% | +49.7% | +286.1% |
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