+310.8%
AMKR vs BEN
+313.1%
-2.3%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.2% | +6.4% | +6.3% |
| 7D | +11.1% | +4.7% | +6.4% | +7.8% |
| 30D | -8.1% | +2.6% | -10.7% | -9.6% |
| 3M | -25.6% | +11.5% | -37.1% | -30.5% |
| 6M | +22.5% | +35.3% | -12.8% | +0.8% |
| YTD | +29.1% | +48.6% | -19.5% | -0.2% |
| 1Y | +105.7% | +46.7% | +59.0% | +60.1% |
| 3Y | +133.2% | +57.0% | +76.2% | +68.9% |
| 5Y | +98.5% | +41.8% | +56.7% | +52.8% |
| 10Y | +490.6% | +55.2% | +435.4% | +300.8% |
| All | +310.8% | +313.1% | -2.3% | +81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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