+90.9%
AMKR vs EXE
+99.3%
-8.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.3% | -3.8% | -3.6% |
| 7D | +5.5% | -2.2% | +7.7% | +6.1% |
| 30D | -8.6% | -0.8% | -7.8% | -8.5% |
| 3M | -28.7% | +10.0% | -38.8% | -30.7% |
| 6M | +13.3% | -6.3% | +19.6% | +14.5% |
| YTD | +26.1% | -10.7% | +36.7% | +28.5% |
| 1Y | +101.2% | +2.7% | +98.5% | +97.0% |
| 3Y | +127.7% | +19.1% | +108.6% | +111.3% |
| 5Y | +90.9% | +105.4% | -14.5% | +51.9% |
| All | +90.9% | +99.3% | -8.5% | +51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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