+1,047.3%
XLE vs AMKR
+398.4%
+648.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.7% | +3.7% | +1.3% |
| 7D | +5.4% | +10.0% | -4.6% | +4.1% |
| 30D | -3.9% | -19.4% | +15.5% | -1.8% |
| 3M | +7.0% | -37.4% | +44.4% | +12.3% |
| 6M | +14.2% | -51.5% | +65.7% | +21.5% |
| YTD | +48.2% | -8.1% | +56.3% | +42.7% |
| 1Y | +47.7% | +13.8% | +33.9% | +37.9% |
| 3Y | +70.0% | +59.4% | +10.6% | +47.0% |
| 5Y | +169.1% | +65.9% | +103.3% | +125.9% |
| 10Y | +180.7% | +238.6% | -57.9% | +104.1% |
| All | +1,047.3% | +398.4% | +648.9% | +554.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling