+1.9%
AMKR vs AMIX
-92.3%
+94.2%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.0% | -2.2% | -5.1% |
| 7D | -15.5% | -25.1% | +9.6% | -15.0% |
| 30D | -34.7% | -54.5% | +19.8% | -33.7% |
| 3M | -36.1% | -91.7% | +55.7% | -33.1% |
| 6M | -49.6% | -79.4% | +29.8% | -49.6% |
| YTD | -9.2% | -86.1% | +76.8% | -10.3% |
| 1Y | +1.9% | -91.6% | +93.4% | -0.1% |
| All | +1.9% | -92.3% | +94.2% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling