+3.8%
AMKR vs AMIX
-100.0%
+103.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | 0.0% | +7.6% | +7.6% |
| 7D | -16.9% | -16.0% | -0.9% | -16.6% |
| 30D | -37.2% | -55.4% | +18.2% | -36.3% |
| 3M | -39.3% | -87.5% | +48.2% | -37.3% |
| 6M | -57.4% | -81.2% | +23.8% | -58.3% |
| YTD | -16.5% | -86.8% | +70.4% | -18.3% |
| 1Y | -6.0% | -91.6% | +85.6% | -8.1% |
| All | +3.8% | -100.0% | +103.7% | -8.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling