+315.9%
AMKR vs AEM
+3,691.7%
-3,375.7%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.9% | +1.2% |
| 7D | +8.9% | +3.0% | +5.9% | +8.5% |
| 30D | -2.7% | +12.5% | -15.2% | -3.9% |
| 3M | -27.5% | +26.9% | -54.4% | -29.1% |
| 6M | +19.4% | -9.4% | +28.8% | +20.2% |
| YTD | +30.7% | +20.3% | +10.4% | +28.3% |
| 1Y | +107.9% | +33.8% | +74.1% | +102.1% |
| 3Y | +136.1% | +349.8% | -213.7% | +106.4% |
| 5Y | +96.6% | +301.0% | -204.4% | +71.7% |
| 10Y | +535.0% | +376.1% | +158.9% | +437.2% |
| All | +315.9% | +3,691.7% | -3,375.7% | +404.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling