+554.8%
XYZ vs AMKR
+487.2%
+67.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.9% | -2.8% |
| 7D | +12.6% | -8.4% | +21.0% | +15.4% |
| 30D | +10.8% | -29.8% | +40.6% | +24.3% |
| 3M | +8.4% | -34.7% | +43.0% | +22.9% |
| 6M | +14.3% | -54.9% | +69.2% | +40.1% |
| YTD | +31.5% | -12.3% | +43.7% | +16.4% |
| 1Y | +28.1% | -1.4% | +29.5% | +6.3% |
| 3Y | +66.2% | +51.1% | +15.1% | +3.5% |
| 5Y | -62.3% | +62.6% | -124.9% | -77.2% |
| 10Y | +634.6% | +233.1% | +401.5% | +183.2% |
| All | +554.8% | +487.2% | +67.6% | +122.8% |
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