+28.1%
XYZ vs AMKR
-3.3%
+31.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.9% | -3.2% |
| 7D | +12.6% | -8.4% | +21.0% | +13.2% |
| 30D | +10.8% | -29.8% | +40.6% | +13.9% |
| 3M | +8.4% | -34.7% | +43.0% | +11.7% |
| 6M | +14.3% | -54.9% | +69.2% | +20.1% |
| YTD | +31.5% | -12.3% | +43.7% | +21.9% |
| 1Y | +28.1% | -1.4% | +29.5% | +14.7% |
| All | +28.1% | -3.3% | +31.4% | +14.7% |
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