+105.7%
AMKR vs AMIX
-80.5%
+186.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.2% | +6.4% | +6.2% |
| 7D | +11.1% | -3.4% | +14.5% | +11.2% |
| 30D | -8.1% | -54.4% | +46.3% | -6.8% |
| 3M | -25.6% | -45.7% | +20.2% | -26.1% |
| 6M | +22.5% | -49.2% | +71.7% | +21.3% |
| YTD | +29.1% | -60.3% | +89.4% | +27.4% |
| 1Y | +105.7% | -81.4% | +187.1% | +130.9% |
| All | +105.7% | -80.5% | +186.2% | +130.9% |
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