+528.2%
AMKR vs EMB
+30.3%
+497.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.1% | +4.5% | +4.6% |
| 7D | +8.3% | -1.2% | +9.5% | +11.0% |
| 30D | -6.8% | -1.3% | -5.5% | -4.4% |
| 3M | -31.9% | -1.8% | -30.2% | -29.3% |
| 6M | +18.4% | +0.2% | +18.2% | +19.6% |
| YTD | +31.7% | +0.4% | +31.3% | +32.9% |
| 1Y | +105.2% | +2.8% | +102.4% | +98.1% |
| 3Y | +147.7% | +29.1% | +118.6% | +59.1% |
| 5Y | +99.4% | +6.3% | +93.1% | +94.3% |
| All | +528.2% | +30.3% | +497.8% | +369.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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