+90.9%
AMKR vs EMB
+6.1%
+84.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.7% | -2.0% |
| 7D | +5.5% | -1.1% | +6.6% | +7.8% |
| 30D | -8.6% | -1.1% | -7.6% | -6.8% |
| 3M | -28.7% | -0.8% | -28.0% | -27.5% |
| 6M | +13.3% | -0.1% | +13.3% | +14.9% |
| YTD | +26.1% | +0.4% | +25.6% | +27.0% |
| 1Y | +101.2% | +3.3% | +97.9% | +93.7% |
| 3Y | +127.7% | +29.0% | +98.7% | +58.5% |
| 5Y | +90.9% | +6.3% | +84.5% | +104.6% |
| All | +90.9% | +6.1% | +84.8% | +104.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling