+804.3%
XLK vs AMC
-99.0%
+903.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.9% | +3.9% | +0.1% |
| 7D | +2.3% | -6.8% | +9.1% | +2.5% |
| 30D | +0.8% | +1.7% | -0.8% | +0.8% |
| 3M | +4.1% | +26.8% | -22.8% | +3.0% |
| 6M | +34.8% | +117.7% | -82.9% | +31.3% |
| YTD | +30.8% | +57.7% | -26.9% | +28.4% |
| 1Y | +42.4% | -12.5% | +54.8% | +41.7% |
| 3Y | +121.8% | -65.7% | +187.5% | +122.1% |
| 5Y | +146.6% | -99.5% | +246.1% | +160.8% |
| 10Y | +804.3% | -99.0% | +903.2% | +787.3% |
| All | +804.3% | -99.0% | +903.2% | +787.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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