+44.8%
XLP vs AMKR
+59.6%
-14.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.7% | +4.1% | +1.3% |
| 7D | +2.5% | +10.0% | -7.5% | +2.8% |
| 30D | +7.3% | -19.4% | +26.7% | +6.8% |
| 3M | +8.1% | -37.4% | +45.4% | +7.2% |
| 6M | +10.5% | -51.5% | +61.9% | +9.4% |
| YTD | +21.2% | -8.1% | +29.3% | +18.9% |
| 1Y | +22.7% | +13.8% | +8.9% | +19.9% |
| 3Y | +44.8% | +59.4% | -14.6% | +32.9% |
| All | +44.8% | +59.6% | -14.8% | +32.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling