+528.2%
AMKR vs AEE
+191.1%
+337.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.5% | +4.5% |
| 7D | +8.3% | -0.8% | +9.1% | +8.5% |
| 30D | -6.8% | -2.9% | -3.9% | -6.2% |
| 3M | -31.9% | -2.4% | -29.5% | -31.9% |
| 6M | +18.4% | -2.7% | +21.1% | +18.2% |
| YTD | +31.7% | +7.3% | +24.4% | +28.0% |
| 1Y | +105.2% | +7.5% | +97.7% | +98.8% |
| 3Y | +147.7% | +46.2% | +101.5% | +115.8% |
| 5Y | +99.4% | +39.7% | +59.6% | +74.5% |
| All | +528.2% | +191.1% | +337.0% | +403.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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