+7.2%
XLP vs AMKR
+107.3%
-100.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.2% | -6.8% | -0.3% |
| 7D | -1.4% | +11.1% | -12.6% | -0.8% |
| 30D | -1.3% | -8.1% | +6.8% | -1.6% |
| 3M | +1.8% | -25.6% | +27.4% | +0.8% |
| 6M | -0.8% | +22.5% | -23.3% | -0.4% |
| YTD | +9.5% | +29.1% | -19.6% | +10.2% |
| 1Y | +7.2% | +105.7% | -98.5% | +11.1% |
| All | +7.2% | +107.3% | -100.1% | +11.1% |
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