+147.7%
AMKR vs AEE
+46.3%
+101.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.5% | +4.4% |
| 7D | +8.3% | -0.8% | +9.1% | +8.1% |
| 30D | -6.8% | -2.9% | -3.9% | -7.4% |
| 3M | -31.9% | -2.4% | -29.5% | -32.4% |
| 6M | +18.4% | -2.7% | +21.1% | +17.6% |
| YTD | +31.7% | +7.3% | +24.4% | +32.2% |
| 1Y | +105.2% | +7.5% | +97.7% | +106.0% |
| 3Y | +147.7% | +46.2% | +101.5% | +148.5% |
| All | +147.7% | +46.3% | +101.5% | +148.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling