+555.9%
XYZ vs AMKR
+549.0%
+6.8%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +10.5% | -10.4% | -3.7% |
| 7D | -2.2% | +6.8% | -9.0% | -5.2% |
| 30D | +11.6% | -20.8% | +32.4% | +19.4% |
| 3M | +8.4% | -29.7% | +38.1% | +19.4% |
| 6M | +17.2% | -50.2% | +67.3% | +38.0% |
| YTD | +31.7% | -3.0% | +34.7% | +12.1% |
| 1Y | +30.1% | +12.0% | +18.1% | +2.5% |
| 3Y | +66.4% | +67.0% | -0.5% | -0.4% |
| 5Y | -62.2% | +76.5% | -138.7% | -77.9% |
| 10Y | +621.5% | +257.3% | +364.3% | +168.4% |
| All | +555.9% | +549.0% | +6.8% | +114.5% |
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