+91.1%
AMKR vs BRO
+17.6%
+73.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.2% | +4.7% | +4.4% |
| 7D | +8.3% | -7.3% | +15.6% | +7.9% |
| 30D | -6.8% | -6.9% | +0.1% | -7.1% |
| 3M | -31.9% | +10.7% | -42.6% | -33.6% |
| 6M | +18.4% | -2.7% | +21.1% | +18.5% |
| YTD | +31.7% | -16.3% | +48.0% | +36.2% |
| 1Y | +105.2% | -29.1% | +134.3% | +123.0% |
| 3Y | +147.7% | -7.8% | +155.6% | +122.0% |
| All | +91.1% | +17.6% | +73.5% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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