+945.3%
XOM vs AMKR
+347.4%
+597.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.2% | +1.0% | +2.1% |
| 7D | 0.0% | +8.9% | -8.8% | -0.6% |
| 30D | +3.4% | -2.7% | +6.1% | +3.5% |
| 3M | +11.0% | -27.5% | +38.5% | +12.6% |
| 6M | +10.6% | +19.4% | -8.8% | +6.8% |
| YTD | +39.2% | +30.7% | +8.5% | +32.8% |
| 1Y | +52.7% | +107.9% | -55.2% | +39.2% |
| 3Y | +56.8% | +136.1% | -79.3% | +38.7% |
| 5Y | +261.8% | +96.6% | +165.2% | +219.4% |
| 10Y | +191.3% | +535.0% | -343.7% | +126.4% |
| All | +945.3% | +347.4% | +597.9% | +667.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling