+147.0%
AMKR vs AMRZ
-20.3%
+167.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.3% | -2.3% | -3.0% |
| 7D | +5.5% | -8.1% | +13.6% | +9.3% |
| 30D | -8.6% | -14.8% | +6.2% | -2.1% |
| 3M | -28.7% | -19.7% | -9.0% | -22.4% |
| 6M | +13.3% | -30.8% | +44.1% | +32.2% |
| YTD | +26.1% | -24.3% | +50.4% | +41.0% |
| 1Y | +101.2% | -24.0% | +125.2% | +121.2% |
| All | +147.0% | -20.3% | +167.3% | +167.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 5y: compounded portfolio wealth divided by compounded AMRZ 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…
5y analysis · Full analysis span regression · 6 months rolling