+48.3%
XLE vs AMKR
+103.7%
-55.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.6% | -0.9% |
| 7D | +2.2% | 0.0% | +2.2% | +2.2% |
| 30D | +11.8% | -11.1% | +22.9% | +11.7% |
| 3M | +9.8% | -35.2% | +45.0% | +9.6% |
| 6M | +15.6% | +4.9% | +10.7% | +14.2% |
| YTD | +45.3% | +21.6% | +23.7% | +40.8% |
| 1Y | +48.3% | +98.0% | -49.7% | +39.5% |
| All | +48.3% | +103.7% | -55.3% | +39.5% |
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