+50.9%
XYZ vs AMKR
+130.1%
-79.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.2% | -9.4% | -4.7% |
| 7D | +2.9% | +11.1% | -8.3% | +0.1% |
| 30D | +1.4% | -8.1% | +9.5% | +2.9% |
| 3M | +14.6% | -25.6% | +40.2% | +18.0% |
| 6M | +20.8% | +22.5% | -1.7% | +3.2% |
| YTD | +23.1% | +29.1% | -6.0% | +1.1% |
| 1Y | +5.6% | +105.7% | -100.0% | -29.9% |
| 3Y | +50.9% | +133.2% | -82.3% | -30.1% |
| All | +50.9% | +130.1% | -79.2% | -30.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling