+0.1%
AMKR vs AMIX
-90.1%
+90.2%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +11.8% | -5.2% | +6.4% |
| 7D | -5.3% | +1.2% | -6.5% | -5.3% |
| 30D | -28.7% | -45.3% | +16.6% | -27.8% |
| 3M | -36.6% | -83.1% | +46.5% | -34.4% |
| 6M | -54.2% | -76.9% | +22.7% | -54.1% |
| YTD | -10.9% | -85.3% | +74.4% | -11.7% |
| All | +0.1% | -90.1% | +90.2% | -1.3% |
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