+98.0%
AMKR vs BWA
+59.1%
+39.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.8% | -1.0% | -0.3% |
| 7D | 0.0% | +5.7% | -5.7% | -4.1% |
| 30D | -11.1% | +1.4% | -12.6% | -12.0% |
| 3M | -35.2% | -12.1% | -23.1% | -28.8% |
| 6M | +4.9% | +28.6% | -23.7% | -9.2% |
| YTD | +21.6% | +51.1% | -29.5% | -8.1% |
| 1Y | +98.0% | +55.9% | +42.2% | +45.6% |
| All | +98.0% | +59.1% | +39.0% | +45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 1y: compounded portfolio wealth divided by compounded BWA 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…
1y analysis · Full analysis span regression · 6 months rolling