+39.2%
XLK vs AMKR
+109.2%
-70.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.4% | -3.1% | +0.3% |
| 7D | +0.2% | +8.3% | -8.1% | -1.7% |
| 30D | -0.6% | -6.8% | +6.1% | +0.6% |
| 3M | +2.6% | -31.9% | +34.5% | +9.9% |
| 6M | +34.0% | +18.4% | +15.6% | +26.3% |
| YTD | +30.7% | +31.7% | -1.0% | +19.9% |
| 1Y | +39.2% | +105.2% | -66.0% | +16.5% |
| All | +39.2% | +109.2% | -70.0% | +16.5% |
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