+91.1%
AMKR vs BBWI
-67.2%
+158.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +6.4% | -2.0% | +2.3% |
| 7D | +8.3% | -4.8% | +13.1% | +9.9% |
| 30D | -6.8% | +3.5% | -10.3% | -8.8% |
| 3M | -31.9% | -0.3% | -31.6% | -33.3% |
| 6M | +18.4% | -5.4% | +23.7% | +16.6% |
| YTD | +31.7% | -4.7% | +36.4% | +27.6% |
| 1Y | +105.2% | -30.5% | +135.7% | +120.6% |
| 3Y | +147.7% | -44.3% | +192.1% | +171.9% |
| All | +91.1% | -67.2% | +158.3% | +170.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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