+528.2%
AMKR vs ETR
+296.9%
+231.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.8% | +4.6% |
| 7D | +8.3% | -1.8% | +10.1% | +9.1% |
| 30D | -6.8% | -1.8% | -5.0% | -6.1% |
| 3M | -31.9% | -3.6% | -28.4% | -30.9% |
| 6M | +18.4% | +2.6% | +15.7% | +16.7% |
| YTD | +31.7% | +16.0% | +15.6% | +23.3% |
| 1Y | +105.2% | +20.1% | +85.1% | +89.7% |
| 3Y | +147.7% | +143.6% | +4.2% | +65.0% |
| 5Y | +99.4% | +124.4% | -25.0% | +34.9% |
| All | +528.2% | +296.9% | +231.3% | +314.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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