+192.9%
XOM vs AMKR
+547.1%
-354.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.4% | -4.0% | -0.1% |
| 7D | +4.1% | +8.3% | -4.2% | +3.0% |
| 30D | +4.6% | -6.8% | +11.4% | +5.2% |
| 3M | +14.0% | -31.9% | +45.9% | +17.8% |
| 6M | +11.0% | +18.4% | -7.4% | +3.6% |
| YTD | +40.7% | +31.7% | +9.0% | +27.8% |
| 1Y | +52.3% | +105.2% | -52.9% | +26.7% |
| 3Y | +60.5% | +147.7% | -87.3% | +22.5% |
| 5Y | +266.4% | +99.4% | +167.1% | +178.6% |
| All | +192.9% | +547.1% | -354.2% | +49.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling