+252.0%
AMKR vs ALLE
+208.6%
+43.5%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.0% | -2.2% |
| 7D | +21.7% | +1.6% | +20.2% | +20.5% |
| 30D | -22.0% | +24.1% | -46.1% | -34.1% |
| 3M | -33.1% | +14.8% | -47.9% | -40.4% |
| 6M | -49.3% | +45.9% | -95.2% | -63.0% |
| YTD | -5.5% | +20.7% | -26.3% | -21.3% |
| 1Y | +8.4% | +14.2% | -5.7% | -5.4% |
| 3Y | +62.7% | +90.7% | -28.0% | -6.5% |
| 5Y | +70.5% | +50.6% | +19.9% | +16.1% |
| All | +252.0% | +208.6% | +43.5% | +36.6% |
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