+195.3%
AMKR vs AFRM
-20.4%
+215.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.6% | +4.4% | +2.3% |
| 7D | 0.0% | -7.0% | +6.9% | +1.4% |
| 30D | -11.1% | -7.8% | -3.3% | -9.9% |
| 3M | -35.2% | +5.3% | -40.5% | -36.0% |
| 6M | +4.9% | +42.6% | -37.8% | -3.1% |
| YTD | +21.6% | -2.8% | +24.4% | +20.7% |
| 1Y | +98.0% | -19.3% | +117.3% | +102.0% |
| 3Y | +77.8% | +231.0% | -153.1% | +27.0% |
| 5Y | +79.9% | -22.2% | +102.1% | +35.9% |
| All | +195.3% | -20.4% | +215.7% | +120.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling