+147.7%
AMKR vs BTI
+109.4%
+38.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.7% | +3.7% | +4.6% |
| 7D | +8.3% | -0.2% | +8.5% | +8.3% |
| 30D | -6.8% | -1.1% | -5.7% | -6.9% |
| 3M | -31.9% | -8.8% | -23.2% | -32.6% |
| 6M | +18.4% | -4.0% | +22.3% | +16.9% |
| YTD | +31.7% | +0.4% | +31.3% | +30.6% |
| 1Y | +105.2% | +1.9% | +103.3% | +103.7% |
| 3Y | +147.7% | +108.5% | +39.2% | +128.7% |
| All | +147.7% | +109.4% | +38.3% | +128.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 3y: compounded portfolio wealth divided by compounded BTI 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…
3y analysis · Full analysis span regression · 6 months rolling