+98.5%
AMKR vs D
+8.5%
+90.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.6% | +5.6% | +6.2% |
| 7D | +11.1% | +0.8% | +10.3% | +11.1% |
| 30D | -8.1% | -0.7% | -7.3% | -8.1% |
| 3M | -25.6% | +2.1% | -27.7% | -25.7% |
| 6M | +22.5% | +6.8% | +15.7% | +22.0% |
| YTD | +29.1% | +16.5% | +12.6% | +27.5% |
| 1Y | +105.7% | +19.2% | +86.5% | +102.3% |
| 3Y | +133.2% | +61.9% | +71.3% | +115.6% |
| 5Y | +98.5% | +6.5% | +92.0% | +99.2% |
| All | +98.5% | +8.5% | +90.0% | +99.2% |
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