+91.1%
AMKR vs DE
+97.2%
-6.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.3% | +4.8% | +4.6% |
| 7D | +8.3% | -2.6% | +10.9% | +9.7% |
| 30D | -6.8% | +9.0% | -15.8% | -11.5% |
| 3M | -31.9% | +19.1% | -51.1% | -38.6% |
| 6M | +18.4% | +14.4% | +4.0% | +8.9% |
| YTD | +31.7% | +45.9% | -14.3% | +5.4% |
| 1Y | +105.2% | +43.6% | +61.6% | +65.2% |
| 3Y | +147.7% | +75.9% | +71.9% | +76.8% |
| All | +91.1% | +97.2% | -6.1% | +22.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling