+39.3%
XLC vs AMKR
+88.0%
-48.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.5% | +4.1% | +1.1% |
| 7D | -1.7% | +5.5% | -7.2% | -2.5% |
| 30D | +0.2% | -8.6% | +8.8% | +1.2% |
| 3M | +0.7% | -28.7% | +29.4% | +3.6% |
| 6M | -4.5% | +13.3% | -17.7% | -11.7% |
| YTD | -4.7% | +26.1% | -30.8% | -15.1% |
| 1Y | -1.5% | +101.2% | -102.7% | -22.6% |
| 3Y | +72.2% | +127.7% | -55.5% | +20.0% |
| 5Y | +39.3% | +90.9% | -51.6% | -6.1% |
| All | +39.3% | +88.0% | -48.7% | -6.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling