+225.7%
XLE vs AMKR
+93.2%
+132.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.2% | -5.1% | +0.5% |
| 7D | 0.0% | +11.1% | -11.1% | -1.0% |
| 30D | +12.6% | -8.1% | +20.7% | +13.3% |
| 3M | +11.8% | -25.6% | +37.4% | +13.5% |
| 6M | +16.1% | +22.5% | -6.4% | +8.9% |
| YTD | +46.9% | +29.1% | +17.8% | +35.4% |
| 1Y | +53.3% | +105.7% | -52.4% | +30.0% |
| 3Y | +54.9% | +133.2% | -78.3% | +21.8% |
| 5Y | +225.7% | +98.5% | +127.2% | +153.2% |
| All | +225.7% | +93.2% | +132.5% | +153.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling