+310.8%
AMKR vs BAX
+185.6%
+125.2%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.8% | +9.9% | +7.4% |
| 7D | +11.1% | -2.4% | +13.5% | +11.9% |
| 30D | -8.1% | -9.7% | +1.7% | -5.2% |
| 3M | -25.6% | +29.3% | -54.9% | -33.4% |
| 6M | +22.5% | +40.7% | -18.2% | +5.8% |
| YTD | +29.1% | +30.3% | -1.2% | +13.8% |
| 1Y | +105.7% | +3.4% | +102.3% | +95.4% |
| 3Y | +133.2% | -32.0% | +165.2% | +151.2% |
| 5Y | +98.5% | -66.9% | +165.4% | +168.6% |
| 10Y | +490.6% | -37.1% | +527.7% | +539.0% |
| All | +310.8% | +185.6% | +125.2% | +319.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling