+315.9%
AMKR vs AEE
+878.6%
-562.7%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.7% | +1.4% |
| 7D | +8.9% | +1.1% | +7.8% | +8.4% |
| 30D | -2.7% | 0.0% | -2.7% | -2.7% |
| 3M | -27.5% | -0.9% | -26.5% | -27.8% |
| 6M | +19.4% | -2.4% | +21.8% | +19.2% |
| YTD | +30.7% | +8.6% | +22.1% | +23.9% |
| 1Y | +107.9% | +10.2% | +97.8% | +94.9% |
| 3Y | +136.1% | +47.8% | +88.3% | +87.8% |
| 5Y | +96.6% | +40.1% | +56.5% | +57.6% |
| 10Y | +535.0% | +195.0% | +340.0% | +224.0% |
| All | +315.9% | +878.6% | -562.7% | +27.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling