+54.9%
XLE vs AMKR
+130.1%
-75.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.2% | -5.1% | +0.7% |
| 7D | 0.0% | +11.1% | -11.1% | -0.7% |
| 30D | +12.6% | -8.1% | +20.7% | +13.1% |
| 3M | +11.8% | -25.6% | +37.4% | +13.0% |
| 6M | +16.1% | +22.5% | -6.4% | +9.8% |
| YTD | +46.9% | +29.1% | +17.8% | +36.6% |
| 1Y | +53.3% | +105.7% | -52.4% | +31.7% |
| 3Y | +54.9% | +133.2% | -78.3% | +18.1% |
| All | +54.9% | +130.1% | -75.2% | +18.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling