+528.2%
AMKR vs BLK
+283.5%
+244.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.6% | +2.8% | +3.1% |
| 7D | +8.3% | -3.3% | +11.6% | +11.3% |
| 30D | -6.8% | -6.5% | -0.3% | -1.8% |
| 3M | -31.9% | +6.7% | -38.7% | -37.1% |
| 6M | +18.4% | +14.7% | +3.6% | +2.7% |
| YTD | +31.7% | +2.5% | +29.1% | +25.5% |
| 1Y | +105.2% | -2.8% | +108.0% | +104.8% |
| 3Y | +147.7% | +65.9% | +81.9% | +56.2% |
| 5Y | +99.4% | +33.0% | +66.4% | +49.4% |
| All | +528.2% | +283.5% | +244.7% | +122.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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