+53.8%
XLE vs AMKR
+106.9%
-53.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.8% |
| 7D | +0.3% | +8.9% | -8.5% | +0.4% |
| 30D | +8.5% | -2.7% | +11.2% | +8.5% |
| 3M | +14.6% | -27.5% | +42.1% | +14.5% |
| 6M | +17.6% | +19.4% | -1.8% | +15.8% |
| YTD | +48.1% | +30.7% | +17.4% | +43.5% |
| 1Y | +53.8% | +107.9% | -54.1% | +44.7% |
| All | +53.8% | +106.9% | -53.1% | +44.7% |
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