+535.0%
AMKR vs ALLE
+146.0%
+389.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.8% | +4.0% | +3.2% |
| 7D | +8.9% | -2.2% | +11.0% | +10.5% |
| 30D | -2.7% | -8.3% | +5.6% | +3.5% |
| 3M | -27.5% | +16.3% | -43.7% | -36.6% |
| 6M | +19.4% | +1.8% | +17.6% | +15.2% |
| YTD | +30.7% | -3.9% | +34.7% | +30.3% |
| 1Y | +107.9% | -10.0% | +117.9% | +117.9% |
| 3Y | +136.1% | +45.8% | +90.3% | +67.5% |
| 5Y | +96.6% | +13.3% | +83.3% | +67.1% |
| 10Y | +535.0% | +155.3% | +379.7% | +192.4% |
| All | +535.0% | +146.0% | +389.0% | +192.4% |
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