+528.2%
AMKR vs BAX
-38.1%
+566.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.6% | +6.0% | +5.0% |
| 7D | +8.3% | -7.9% | +16.1% | +11.4% |
| 30D | -6.8% | -11.7% | +4.9% | -2.8% |
| 3M | -31.9% | +16.2% | -48.1% | -37.5% |
| 6M | +18.4% | +32.0% | -13.6% | +2.4% |
| YTD | +31.7% | +24.7% | +7.0% | +15.5% |
| 1Y | +105.2% | -2.6% | +107.9% | +98.4% |
| 3Y | +147.7% | -35.0% | +182.7% | +175.8% |
| 5Y | +99.4% | -67.6% | +166.9% | +201.0% |
| All | +528.2% | -38.1% | +566.3% | +529.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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