+248.8%
XLF vs AMKR
+547.1%
-298.3%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.4% | -3.8% | -0.1% |
| 7D | -1.5% | +8.3% | -9.8% | -2.9% |
| 30D | -1.2% | -6.8% | +5.6% | -0.4% |
| 3M | +9.2% | -31.9% | +41.1% | +14.0% |
| 6M | +16.3% | +18.4% | -2.0% | +6.9% |
| YTD | +5.4% | +31.7% | -26.2% | -6.3% |
| 1Y | +7.6% | +105.2% | -97.6% | -14.3% |
| 3Y | +74.2% | +147.7% | -73.5% | +25.5% |
| 5Y | +66.1% | +99.4% | -33.2% | +20.1% |
| All | +248.8% | +547.1% | -298.3% | +67.3% |
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