+90.9%
AMKR vs BBWI
-69.5%
+160.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.1% | -3.1% |
| 7D | +5.5% | -8.0% | +13.5% | +8.3% |
| 30D | -8.6% | -6.6% | -2.0% | -7.5% |
| 3M | -28.7% | -2.7% | -26.0% | -29.5% |
| 6M | +13.3% | -12.8% | +26.1% | +14.7% |
| YTD | +26.1% | -10.5% | +36.5% | +24.7% |
| 1Y | +101.2% | -35.3% | +136.5% | +121.6% |
| 3Y | +127.7% | -47.7% | +175.5% | +155.3% |
| 5Y | +90.9% | -68.9% | +159.7% | +176.1% |
| All | +90.9% | -69.5% | +160.4% | +176.1% |
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