+679.1%
AMKR vs AVTR
+0.6%
+678.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.5% | +4.9% | +4.6% |
| 7D | +8.3% | -1.1% | +9.4% | +8.8% |
| 30D | -6.8% | +6.3% | -13.1% | -9.3% |
| 3M | -31.9% | +53.3% | -85.3% | -45.6% |
| 6M | +18.4% | +78.6% | -60.3% | -12.5% |
| YTD | +31.7% | +29.2% | +2.4% | +12.3% |
| 1Y | +105.2% | +13.8% | +91.4% | +79.6% |
| 3Y | +147.7% | -27.4% | +175.2% | +153.4% |
| 5Y | +99.4% | -65.0% | +164.4% | +196.4% |
| All | +679.1% | +0.6% | +678.5% | +517.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 10y: compounded portfolio wealth divided by compounded AVTR 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…
10y analysis · Full analysis span regression · 6 months rolling