+1,027.7%
AMKR vs EFV
+253.2%
+774.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +2.3% |
| 7D | +8.9% | -0.5% | +9.4% | +9.4% |
| 30D | -2.7% | 0.0% | -2.7% | -2.8% |
| 3M | -27.5% | +8.4% | -35.9% | -34.1% |
| 6M | +19.4% | +12.3% | +7.0% | +4.8% |
| YTD | +30.7% | +17.4% | +13.3% | +9.1% |
| 1Y | +107.9% | +27.1% | +80.8% | +58.5% |
| 3Y | +136.1% | +90.7% | +45.4% | +12.5% |
| 5Y | +96.6% | +95.6% | +1.0% | -7.0% |
| 10Y | +535.0% | +165.3% | +369.7% | +130.1% |
| All | +1,027.7% | +253.2% | +774.6% | +195.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 all: compounded portfolio wealth divided by compounded EFV 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…
all analysis · Full analysis span regression · 6 months rolling