+604.5%
XYZ vs AMKR
+503.2%
+101.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.1% | -1.4% |
| 7D | -3.7% | +8.9% | -12.6% | -7.1% |
| 30D | +0.5% | -2.7% | +3.2% | +0.6% |
| 3M | +16.3% | -27.5% | +43.7% | +23.4% |
| 6M | +21.1% | +19.4% | +1.8% | -0.2% |
| YTD | +22.0% | +30.7% | -8.7% | -6.0% |
| 1Y | +5.2% | +107.9% | -102.8% | -37.0% |
| 3Y | +49.6% | +136.1% | -86.5% | -22.6% |
| 5Y | -68.4% | +96.6% | -165.0% | -82.6% |
| 10Y | +604.5% | +535.0% | +69.5% | +115.1% |
| All | +604.5% | +503.2% | +101.4% | +115.1% |
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