+528.2%
AMKR vs AA
+122.9%
+405.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.1% | +4.5% | +4.5% |
| 7D | +8.3% | -3.4% | +11.7% | +9.8% |
| 30D | -6.8% | -5.8% | -1.0% | -4.7% |
| 3M | -31.9% | -29.9% | -2.0% | -22.7% |
| 6M | +18.4% | -27.0% | +45.4% | +30.6% |
| YTD | +31.7% | -8.7% | +40.4% | +33.7% |
| 1Y | +105.2% | +50.6% | +54.6% | +72.4% |
| 3Y | +147.7% | +74.1% | +73.7% | +87.1% |
| 5Y | +99.4% | +2.6% | +96.8% | +62.7% |
| All | +528.2% | +122.9% | +405.3% | +194.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 10y: compounded portfolio wealth divided by compounded AA 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…
10y analysis · Full analysis span regression · 6 months rolling