+62.6%
AMKR vs FE
+48.8%
+13.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.5% |
| 7D | -8.4% | -0.5% | -7.9% | -8.4% |
| 30D | -29.8% | +4.3% | -34.1% | -29.9% |
| 3M | -34.7% | +0.4% | -35.1% | -34.7% |
| 6M | -54.9% | +6.9% | -61.8% | -55.2% |
| YTD | -12.3% | +8.0% | -20.3% | -13.4% |
| 1Y | -1.4% | +4.8% | -6.2% | -2.3% |
| 3Y | +51.1% | +49.0% | +2.1% | +34.8% |
| 5Y | +62.6% | +46.2% | +16.4% | +42.5% |
| All | +62.6% | +48.8% | +13.7% | +42.5% |
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