+528.2%
AMKR vs DE
+863.9%
-335.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.3% | +4.8% | +4.6% |
| 7D | +8.3% | -2.6% | +10.9% | +10.0% |
| 30D | -6.8% | +9.0% | -15.8% | -12.5% |
| 3M | -31.9% | +19.1% | -51.1% | -39.9% |
| 6M | +18.4% | +14.4% | +4.0% | +6.9% |
| YTD | +31.7% | +45.9% | -14.3% | +0.4% |
| 1Y | +105.2% | +43.6% | +61.6% | +57.5% |
| 3Y | +147.7% | +75.9% | +71.9% | +63.2% |
| 5Y | +99.4% | +98.8% | +0.6% | +14.6% |
| All | +528.2% | +863.9% | -335.7% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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