+31.1%
AMKR vs BAM
+88.1%
-57.0%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.2% | -0.7% |
| 7D | -8.4% | +5.0% | -13.4% | -11.1% |
| 30D | -29.8% | +16.6% | -46.4% | -36.9% |
| 3M | -34.7% | +2.2% | -36.9% | -36.3% |
| 6M | -54.9% | +9.7% | -64.5% | -58.4% |
| YTD | -12.3% | +5.2% | -17.5% | -17.4% |
| 1Y | -1.4% | +3.9% | -5.3% | -6.1% |
| 3Y | +51.1% | +91.5% | -40.5% | -0.9% |
| All | +31.1% | +88.1% | -57.0% | -16.2% |
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