+44.2%
XLU vs AMKR
+96.3%
-52.1%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.4% | -4.7% | -0.5% |
| 7D | -1.6% | +8.3% | -9.9% | -1.9% |
| 30D | -3.3% | -6.8% | +3.5% | -3.1% |
| 3M | -3.2% | -31.9% | +28.8% | -2.1% |
| 6M | -7.0% | +18.4% | -25.3% | -9.0% |
| YTD | +0.6% | +31.7% | -31.0% | -2.6% |
| 1Y | +2.4% | +105.2% | -102.8% | -4.1% |
| 3Y | +46.3% | +147.7% | -101.5% | +31.4% |
| All | +44.2% | +96.3% | -52.1% | +26.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling