+33.1%
AMKR vs BAM
+90.5%
-57.4%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.3% | +4.3% | +5.2% |
| 7D | -5.3% | +5.3% | -10.6% | -8.3% |
| 30D | -28.7% | +18.1% | -46.8% | -36.5% |
| 3M | -36.6% | +4.2% | -40.8% | -38.9% |
| 6M | -54.2% | +11.1% | -65.3% | -58.1% |
| YTD | -10.9% | +6.6% | -17.5% | -16.8% |
| 1Y | +1.3% | +6.2% | -4.9% | -4.8% |
| 3Y | +60.0% | +95.0% | -35.0% | +3.8% |
| All | +33.1% | +90.5% | -57.4% | -15.6% |
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