+95.3%
AMKR vs BAM
+67.8%
+27.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.4% | +3.6% | +2.8% |
| 7D | +8.9% | -3.9% | +12.8% | +11.5% |
| 30D | -2.7% | -8.8% | +6.1% | +2.8% |
| 3M | -27.5% | +2.2% | -29.6% | -29.5% |
| 6M | +19.4% | +5.9% | +13.5% | +12.7% |
| YTD | +30.7% | -6.1% | +36.8% | +33.3% |
| 1Y | +107.9% | -11.6% | +119.5% | +122.2% |
| 3Y | +136.1% | +51.7% | +84.4% | +77.0% |
| All | +95.3% | +67.8% | +27.4% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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