+233.1%
AMKR vs ALLE
+217.2%
+15.8%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.1% |
| 7D | -8.4% | +0.1% | -8.4% | -8.2% |
| 30D | -29.8% | +25.9% | -55.7% | -41.4% |
| 3M | -34.7% | +14.9% | -49.6% | -41.9% |
| 6M | -54.9% | +42.1% | -97.0% | -66.5% |
| YTD | -12.3% | +20.4% | -32.6% | -26.8% |
| 1Y | -1.4% | +14.9% | -16.3% | -14.5% |
| 3Y | +51.1% | +90.1% | -39.0% | -13.1% |
| 5Y | +62.6% | +53.0% | +9.6% | +9.2% |
| 10Y | +233.1% | +208.8% | +24.2% | +30.8% |
| All | +233.1% | +217.2% | +15.8% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 10y: compounded portfolio wealth divided by compounded ALLE 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…
10y analysis · Full analysis span regression · 6 months rolling