-5.8%
XLC vs AMKR
+0.7%
-6.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -5.2% | +8.7% | +3.5% |
| 7D | +1.8% | -15.5% | +17.3% | +1.9% |
| 30D | -6.0% | -34.7% | +28.8% | -5.8% |
| 3M | -6.0% | -36.1% | +30.0% | -5.8% |
| 6M | -9.1% | -49.6% | +40.5% | -8.8% |
| YTD | -10.0% | -9.2% | -0.8% | -13.6% |
| 1Y | -5.8% | +1.9% | -7.7% | -11.3% |
| All | -5.8% | +0.7% | -6.5% | -11.3% |
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