+242.5%
AMKR vs D
+48.0%
+194.5%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.8% |
| 7D | +10.0% | -1.4% | +11.4% | +10.2% |
| 30D | -19.4% | +7.7% | -27.2% | -20.7% |
| 3M | -37.4% | -0.3% | -37.1% | -37.5% |
| 6M | -51.5% | +10.1% | -61.5% | -52.7% |
| YTD | -8.1% | +19.1% | -27.2% | -12.3% |
| 1Y | +13.8% | +15.9% | -2.1% | +9.1% |
| 3Y | +59.4% | +75.0% | -15.6% | +34.3% |
| 5Y | +65.9% | +13.4% | +52.5% | +57.1% |
| All | +242.5% | +48.0% | +194.5% | +218.7% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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