+81.8%
XLI vs AMKR
+96.3%
-14.5%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.4% | -3.4% | +0.3% |
| 7D | -1.7% | +8.3% | -9.9% | -3.0% |
| 30D | -7.3% | -6.8% | -0.5% | -6.5% |
| 3M | -1.3% | -31.9% | +30.6% | +3.4% |
| 6M | +2.2% | +18.4% | -16.1% | -4.8% |
| YTD | +11.7% | +31.7% | -20.0% | +0.8% |
| 1Y | +14.3% | +105.2% | -91.0% | -6.9% |
| 3Y | +70.3% | +147.7% | -77.4% | +25.3% |
| All | +81.8% | +96.3% | -14.5% | +32.7% |
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 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