+90.9%
AMKR vs ED
+66.8%
+24.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.8% | -3.8% |
| 7D | +5.5% | -1.9% | +7.4% | +4.7% |
| 30D | -8.6% | +0.1% | -8.7% | -8.5% |
| 3M | -28.7% | 0.0% | -28.7% | -28.4% |
| 6M | +13.3% | -2.5% | +15.8% | +13.5% |
| YTD | +26.1% | +10.1% | +16.0% | +30.1% |
| 1Y | +101.2% | +13.6% | +87.6% | +109.2% |
| 3Y | +127.7% | +32.4% | +95.3% | +130.0% |
| 5Y | +90.9% | +69.9% | +21.0% | +103.1% |
| All | +90.9% | +66.8% | +24.1% | +103.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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