+501.5%
AMKR vs FDS
+66.9%
+434.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.8% | +2.3% | -1.3% |
| 7D | +5.5% | -16.0% | +21.5% | +12.6% |
| 30D | -8.6% | -6.7% | -1.9% | -6.9% |
| 3M | -28.7% | +6.0% | -34.7% | -34.3% |
| 6M | +13.3% | +25.1% | -11.8% | -7.8% |
| YTD | +26.1% | -8.1% | +34.2% | +21.1% |
| 1Y | +101.2% | -26.0% | +127.2% | +117.5% |
| 3Y | +127.7% | -36.4% | +164.2% | +167.8% |
| 5Y | +90.9% | -27.7% | +118.6% | +98.6% |
| All | +501.5% | +66.9% | +434.6% | +253.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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