+692.4%
AMKR vs FCUV
-95.9%
+788.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.0% | -3.5% |
| 7D | +5.5% | -72.0% | +77.5% | +6.0% |
| 30D | -8.6% | -8.0% | -0.6% | -8.9% |
| 3M | -28.7% | +66.3% | -95.0% | -30.9% |
| 6M | +13.3% | -75.3% | +88.6% | +10.8% |
| YTD | +26.1% | -83.0% | +109.0% | +23.5% |
| 1Y | +101.2% | -94.7% | +195.8% | +98.2% |
| 3Y | +127.7% | -99.3% | +227.0% | +124.1% |
| 5Y | +90.9% | -99.9% | +190.7% | +88.5% |
| 10Y | +512.5% | -98.6% | +611.1% | +492.4% |
| All | +692.4% | -95.9% | +788.3% | +675.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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