+1,093.3%
XLI vs AMKR
+608.8%
+484.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.7% | -1.7% |
| 7D | -0.6% | +8.9% | -9.4% | -1.8% |
| 30D | -6.9% | -2.7% | -4.2% | -6.9% |
| 3M | -1.9% | -27.5% | +25.5% | +1.0% |
| 6M | +1.0% | +19.4% | -18.4% | -4.2% |
| YTD | +11.3% | +30.7% | -19.4% | +3.5% |
| 1Y | +15.8% | +107.9% | -92.1% | -0.3% |
| 3Y | +69.8% | +136.1% | -66.3% | +39.6% |
| 5Y | +80.9% | +96.6% | -15.7% | +48.9% |
| 10Y | +257.2% | +535.0% | -277.8% | +133.5% |
| All | +1,093.3% | +608.8% | +484.5% | +486.3% |
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 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