+46.0%
XOM vs AMKR
+103.7%
-57.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.8% | -3.5% | -1.6% |
| 7D | +1.8% | 0.0% | +1.8% | +1.8% |
| 30D | +5.9% | -11.1% | +17.0% | +5.4% |
| 3M | +5.6% | -35.2% | +40.7% | +4.5% |
| 6M | +7.9% | +4.9% | +3.0% | +7.5% |
| YTD | +35.2% | +21.6% | +13.6% | +33.9% |
| 1Y | +46.0% | +98.0% | -52.0% | +45.3% |
| All | +46.0% | +103.7% | -57.7% | +45.3% |
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