+176.9%
XLE vs AMKR
+519.6%
-342.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +3.0% | +0.1% |
| 7D | +0.5% | +5.5% | -5.0% | -0.6% |
| 30D | +6.6% | -8.6% | +15.2% | +7.8% |
| 3M | +12.3% | -28.7% | +41.0% | +16.2% |
| 6M | +18.4% | +13.3% | +5.1% | +8.9% |
| YTD | +47.2% | +26.1% | +21.2% | +30.4% |
| 1Y | +50.3% | +101.2% | -50.9% | +17.6% |
| 3Y | +55.3% | +127.7% | -72.4% | +10.8% |
| 5Y | +226.0% | +90.9% | +135.1% | +129.6% |
| All | +176.9% | +519.6% | -342.7% | +17.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling