+97.9%
AMKR vs AA
+10.6%
+87.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.0% | +3.2% | +2.0% |
| 7D | +8.9% | -0.6% | +9.5% | +9.1% |
| 30D | -2.7% | -1.6% | -1.1% | -2.3% |
| 3M | -27.5% | -29.8% | +2.4% | -18.2% |
| 6M | +19.4% | -16.6% | +36.0% | +24.9% |
| YTD | +30.7% | -4.0% | +34.7% | +30.3% |
| 1Y | +107.9% | +63.5% | +44.4% | +71.6% |
| 3Y | +136.1% | +86.8% | +49.4% | +78.7% |
| All | +97.9% | +10.6% | +87.2% | +66.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling