+59.3%
AMKR vs AFRM
-57.5%
+116.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.1% | +6.8% | +6.7% |
| 7D | -5.3% | -7.5% | +2.2% | -3.6% |
| 30D | -28.7% | -15.7% | -13.0% | -26.0% |
| 3M | -36.6% | -9.6% | -27.0% | -35.5% |
| 6M | -54.2% | +6.3% | -60.5% | -55.1% |
| YTD | -10.9% | -8.6% | -2.3% | -10.7% |
| 1Y | +1.3% | -7.6% | +8.9% | +0.9% |
| 3Y | +60.0% | +173.7% | -113.6% | +16.1% |
| 5Y | +59.3% | -56.9% | +116.1% | +48.0% |
| All | +59.3% | -57.5% | +116.7% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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