+528.2%
AMKR vs BWA
+156.8%
+371.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.5% | +3.0% | +3.5% |
| 7D | +8.3% | -1.3% | +9.6% | +9.1% |
| 30D | -6.8% | -2.9% | -3.8% | -4.8% |
| 3M | -31.9% | -10.7% | -21.2% | -26.2% |
| 6M | +18.4% | +26.5% | -8.1% | +2.3% |
| YTD | +31.7% | +49.1% | -17.4% | +0.6% |
| 1Y | +105.2% | +52.1% | +53.2% | +54.4% |
| 3Y | +147.7% | +72.6% | +75.2% | +66.0% |
| 5Y | +99.4% | +89.4% | +9.9% | +22.7% |
| All | +528.2% | +156.8% | +371.4% | +220.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling