+98.5%
AMKR vs AFRM
-21.7%
+120.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.5% | +6.3% |
| 7D | +11.1% | +3.1% | +8.1% | +10.4% |
| 30D | -8.1% | -4.2% | -3.9% | -7.5% |
| 3M | -25.6% | +10.1% | -35.7% | -27.4% |
| 6M | +22.5% | +39.4% | -16.9% | +13.4% |
| YTD | +29.1% | -3.2% | +32.3% | +28.2% |
| 1Y | +105.7% | -16.1% | +121.8% | +108.3% |
| 3Y | +133.2% | +220.8% | -87.6% | +66.2% |
| 5Y | +98.5% | -17.7% | +116.2% | +49.0% |
| All | +98.5% | -21.7% | +120.3% | +49.0% |
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