+83.0%
AMKR vs AEM
+298.9%
-215.9%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.9% | -0.6% | -2.9% |
| 7D | +5.5% | -5.0% | +10.6% | +6.8% |
| 30D | -8.6% | +8.5% | -17.1% | -10.6% |
| 3M | -28.7% | +29.3% | -58.0% | -33.1% |
| 6M | +13.3% | -12.9% | +26.2% | +14.6% |
| YTD | +26.1% | +16.8% | +9.3% | +21.3% |
| 1Y | +101.2% | +29.8% | +71.4% | +90.5% |
| 3Y | +127.7% | +336.7% | -209.0% | +80.7% |
| All | +83.0% | +298.9% | -215.9% | +43.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling