+90.9%
AMKR vs AVTR
-64.7%
+155.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | +5.5% | -2.0% | +7.6% | +6.2% |
| 30D | -8.6% | +8.1% | -16.7% | -11.0% |
| 3M | -28.7% | +54.2% | -82.9% | -40.5% |
| 6M | +13.3% | +82.6% | -69.3% | -12.0% |
| YTD | +26.1% | +29.8% | -3.8% | +11.2% |
| 1Y | +101.2% | +18.0% | +83.2% | +78.6% |
| 3Y | +127.7% | -26.4% | +154.2% | +131.2% |
| 5Y | +90.9% | -64.8% | +155.7% | +192.3% |
| All | +90.9% | -64.7% | +155.6% | +192.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling