+8.4%
XLP vs AMKR
-58.0%
+66.4%
-7.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +7.6% | -8.9% | -0.4% |
| 7D | +0.7% | -16.9% | +17.6% | -1.1% |
| 30D | +10.3% | -37.2% | +47.5% | +5.4% |
| 3M | +6.5% | -39.3% | +45.8% | +1.9% |
| 6M | +8.4% | -57.4% | +65.8% | +0.7% |
| All | +8.4% | -58.0% | +66.4% | +0.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling