+535.0%
AMKR vs ALLY
+178.1%
+356.9%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.1% | +2.3% | +1.8% |
| 7D | +8.9% | -1.9% | +10.8% | +9.9% |
| 30D | -2.7% | -4.5% | +1.8% | -0.3% |
| 3M | -27.5% | -2.8% | -24.6% | -26.4% |
| 6M | +19.4% | +10.3% | +9.1% | +12.3% |
| YTD | +30.7% | -5.7% | +36.4% | +34.0% |
| 1Y | +107.9% | +3.9% | +104.0% | +102.0% |
| 3Y | +136.1% | +64.7% | +71.4% | +72.6% |
| 5Y | +96.6% | -2.6% | +99.2% | +85.0% |
| 10Y | +535.0% | +186.0% | +349.0% | +255.0% |
| All | +535.0% | +178.1% | +356.9% | +255.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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