-68.6%
XYZ vs AMKR
+93.2%
-161.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.2% | -9.4% | -5.7% |
| 7D | +2.9% | +11.1% | -8.3% | -1.5% |
| 30D | +1.4% | -8.1% | +9.5% | +3.8% |
| 3M | +14.6% | -25.6% | +40.2% | +19.8% |
| 6M | +20.8% | +22.5% | -1.7% | -4.8% |
| YTD | +23.1% | +29.1% | -6.0% | -8.8% |
| 1Y | +5.6% | +105.7% | -100.0% | -42.5% |
| 3Y | +50.9% | +133.2% | -82.3% | -36.6% |
| 5Y | -68.6% | +98.5% | -167.1% | -87.2% |
| All | -68.6% | +93.2% | -161.7% | -87.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling