+90.9%
AMKR vs BUD
+44.8%
+46.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.1% | -3.4% |
| 7D | +5.5% | -3.2% | +8.7% | +6.6% |
| 30D | -8.6% | -3.7% | -4.9% | -7.6% |
| 3M | -28.7% | -4.4% | -24.3% | -28.3% |
| 6M | +13.3% | +7.7% | +5.5% | +8.6% |
| YTD | +26.1% | +23.1% | +3.0% | +14.1% |
| 1Y | +101.2% | +33.6% | +67.6% | +75.5% |
| 3Y | +127.7% | +44.7% | +83.0% | +85.8% |
| 5Y | +90.9% | +44.9% | +45.9% | +53.8% |
| All | +90.9% | +44.8% | +46.1% | +53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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