+137.2%
XLP vs AMKR
+254.5%
-117.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +10.5% | -10.1% | -0.1% |
| 7D | -0.5% | +6.8% | -7.4% | -1.0% |
| 30D | +8.3% | -20.8% | +29.1% | +9.4% |
| 3M | +8.7% | -29.7% | +38.4% | +10.2% |
| 6M | +11.2% | -50.2% | +61.4% | +14.0% |
| YTD | +20.0% | -3.0% | +23.0% | +16.2% |
| 1Y | +21.3% | +12.0% | +9.4% | +15.9% |
| 3Y | +43.8% | +67.0% | -23.1% | +29.1% |
| 5Y | +43.3% | +76.5% | -33.2% | +24.9% |
| All | +137.2% | +254.5% | -117.3% | +75.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling