+92.9%
AMKR vs BAM
+71.9%
+21.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.4% | +9.6% | +8.4% |
| 7D | +11.1% | -1.6% | +12.7% | +12.1% |
| 30D | -8.1% | -6.0% | -2.1% | -4.8% |
| 3M | -25.6% | +7.3% | -32.9% | -30.0% |
| 6M | +22.5% | +8.2% | +14.3% | +14.0% |
| YTD | +29.1% | -3.8% | +32.9% | +29.7% |
| 1Y | +105.7% | -10.7% | +116.4% | +118.5% |
| 3Y | +133.2% | +55.3% | +77.9% | +72.2% |
| All | +92.9% | +71.9% | +21.0% | +31.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling