+98.5%
AMKR vs ALLE
+17.0%
+81.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.7% | +6.9% | +6.6% |
| 7D | +11.1% | +2.8% | +8.3% | +9.1% |
| 30D | -8.1% | -7.6% | -0.4% | -3.1% |
| 3M | -25.6% | +22.8% | -48.4% | -36.9% |
| 6M | +22.5% | +4.6% | +17.9% | +16.7% |
| YTD | +29.1% | -1.2% | +30.3% | +26.8% |
| 1Y | +105.7% | -9.1% | +114.8% | +115.0% |
| 3Y | +133.2% | +50.0% | +83.2% | +63.4% |
| 5Y | +98.5% | +15.2% | +83.3% | +63.1% |
| All | +98.5% | +17.0% | +81.5% | +63.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling