+98.5%
AMKR vs FE
+48.2%
+50.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.7% | +6.9% | +6.2% |
| 7D | +11.1% | +0.6% | +10.5% | +11.1% |
| 30D | -8.1% | -2.1% | -5.9% | -8.0% |
| 3M | -25.6% | +2.6% | -28.2% | -25.9% |
| 6M | +22.5% | -6.8% | +29.3% | +23.4% |
| YTD | +29.1% | +6.9% | +22.2% | +27.4% |
| 1Y | +105.7% | +11.6% | +94.1% | +101.1% |
| 3Y | +133.2% | +47.7% | +85.5% | +108.8% |
| 5Y | +98.5% | +46.2% | +52.3% | +82.3% |
| All | +98.5% | +48.2% | +50.4% | +82.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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