+533.2%
XYZ vs AMKR
+713.8%
-180.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -1.4% |
| 7D | -1.0% | 0.0% | -0.9% | -0.9% |
| 30D | -1.7% | -11.1% | +9.4% | +2.0% |
| 3M | +16.7% | -35.2% | +51.9% | +29.1% |
| 6M | +26.9% | +4.9% | +22.0% | +11.3% |
| YTD | +27.1% | +21.6% | +5.6% | +2.4% |
| 1Y | +9.3% | +98.0% | -88.8% | -31.4% |
| 3Y | +42.3% | +77.8% | -35.6% | -13.7% |
| 5Y | -69.3% | +79.9% | -149.2% | -81.8% |
| 10Y | +586.8% | +456.9% | +129.9% | +134.6% |
| All | +533.2% | +713.8% | -180.6% | +95.9% |
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