+147.7%
AMKR vs AU
+577.5%
-429.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.5% | +3.9% | +4.3% |
| 7D | +8.3% | -4.3% | +12.6% | +9.3% |
| 30D | -6.8% | +7.3% | -14.1% | -8.5% |
| 3M | -31.9% | +26.3% | -58.3% | -35.9% |
| 6M | +18.4% | +1.8% | +16.6% | +15.9% |
| YTD | +31.7% | +26.8% | +4.9% | +24.4% |
| 1Y | +105.2% | +66.7% | +38.6% | +86.2% |
| 3Y | +147.7% | +579.1% | -431.3% | +79.4% |
| All | +147.7% | +577.5% | -429.7% | +79.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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