+83.7%
AMKR vs BROS
+33.7%
+50.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.4% | -0.2% | -2.8% |
| 7D | +5.5% | -6.1% | +11.6% | +7.0% |
| 30D | -8.6% | -12.4% | +3.7% | -6.0% |
| 3M | -28.7% | -27.9% | -0.8% | -24.2% |
| 6M | +13.3% | -16.8% | +30.1% | +16.4% |
| YTD | +26.1% | -29.0% | +55.1% | +33.5% |
| 1Y | +101.2% | -33.2% | +134.4% | +114.7% |
| 3Y | +127.7% | +56.8% | +71.0% | +97.0% |
| All | +83.7% | +33.7% | +50.0% | +64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 BROS 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