+59.3%
AMKR vs D
+14.9%
+44.4%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.5% | +7.2% | +6.6% |
| 7D | -5.3% | +0.8% | -6.1% | -5.3% |
| 30D | -28.7% | +10.7% | -39.5% | -28.6% |
| 3M | -36.6% | +2.3% | -38.8% | -36.4% |
| 6M | -54.2% | +12.5% | -66.7% | -54.3% |
| YTD | -10.9% | +20.1% | -31.0% | -11.8% |
| 1Y | +1.3% | +15.6% | -14.2% | +0.7% |
| 3Y | +60.0% | +75.2% | -15.1% | +46.9% |
| 5Y | +59.3% | +14.6% | +44.7% | +57.8% |
| All | +59.3% | +14.9% | +44.4% | +57.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling