+49.9%
XLE vs AMKR
+0.7%
+49.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -5.2% | +0.5% | -4.8% |
| 7D | -7.2% | -15.5% | +8.3% | -7.5% |
| 30D | +0.1% | -34.7% | +34.8% | -0.6% |
| 3M | +9.2% | -36.1% | +45.2% | +8.5% |
| 6M | +8.4% | -49.6% | +58.0% | +7.7% |
| YTD | +44.9% | -9.2% | +54.1% | +40.0% |
| 1Y | +49.9% | +1.9% | +48.0% | +45.7% |
| All | +49.9% | +0.7% | +49.2% | +45.7% |
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