+528.2%
AMKR vs BN
+265.2%
+263.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.4% | +4.0% | +4.1% |
| 7D | +8.3% | -5.2% | +13.5% | +12.9% |
| 30D | -6.8% | -14.5% | +7.7% | +5.5% |
| 3M | -31.9% | -15.0% | -17.0% | -22.9% |
| 6M | +18.4% | -5.4% | +23.8% | +22.6% |
| YTD | +31.7% | -16.4% | +48.1% | +50.2% |
| 1Y | +105.2% | -16.2% | +121.5% | +134.5% |
| 3Y | +147.7% | +67.5% | +80.2% | +60.3% |
| 5Y | +99.4% | +34.1% | +65.2% | +52.2% |
| All | +528.2% | +265.2% | +263.0% | +143.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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