+128.8%
XLP vs AMKR
+253.7%
-124.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.6% | -5.7% | +0.6% |
| 7D | +0.1% | -5.3% | +5.4% | +0.2% |
| 30D | +8.9% | -28.7% | +37.7% | +10.6% |
| 3M | +7.5% | -36.6% | +44.0% | +9.5% |
| 6M | +9.4% | -54.2% | +63.6% | +12.7% |
| YTD | +19.3% | -10.9% | +30.2% | +16.0% |
| 1Y | +21.7% | +1.3% | +20.4% | +16.9% |
| 3Y | +44.0% | +60.0% | -16.1% | +29.2% |
| 5Y | +42.8% | +59.3% | -16.5% | +25.2% |
| 10Y | +128.8% | +237.3% | -108.5% | +69.8% |
| All | +128.8% | +253.7% | -124.9% | +69.8% |
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