+147.7%
AMKR vs AEM
+339.2%
-191.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.9% | +2.6% | +3.9% |
| 7D | +8.3% | -2.1% | +10.4% | +9.0% |
| 30D | -6.8% | +8.4% | -15.2% | -9.6% |
| 3M | -31.9% | +27.3% | -59.2% | -37.6% |
| 6M | +18.4% | -9.7% | +28.0% | +18.8% |
| YTD | +31.7% | +19.0% | +12.7% | +23.7% |
| 1Y | +105.2% | +31.5% | +73.8% | +88.9% |
| 3Y | +147.7% | +338.7% | -191.0% | +69.8% |
| All | +147.7% | +339.2% | -191.4% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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