+20.7%
XLK vs AMKR
+0.7%
+20.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.2% | +5.2% | +1.3% |
| 7D | -7.6% | -15.5% | +7.9% | -3.7% |
| 30D | -12.2% | -34.7% | +22.6% | -2.8% |
| 3M | -5.5% | -36.1% | +30.6% | +4.4% |
| 6M | +9.2% | -49.6% | +58.8% | +25.0% |
| YTD | +23.0% | -9.2% | +32.3% | +22.1% |
| 1Y | +20.7% | +1.9% | +18.8% | +15.3% |
| All | +20.7% | +0.7% | +20.0% | +15.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling