+535.0%
AMKR vs FIVE
+486.0%
+49.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +4.0% | +2.3% |
| 7D | +8.9% | +1.7% | +7.2% | +8.1% |
| 30D | -2.7% | +5.0% | -7.7% | -5.2% |
| 3M | -27.5% | +29.5% | -56.9% | -35.3% |
| 6M | +19.4% | +12.4% | +7.0% | +11.5% |
| YTD | +30.7% | +31.2% | -0.5% | +14.9% |
| 1Y | +107.9% | +72.9% | +35.1% | +64.0% |
| 3Y | +136.1% | +53.0% | +83.1% | +77.6% |
| 5Y | +96.6% | +34.2% | +62.5% | +50.4% |
| 10Y | +535.0% | +497.6% | +37.4% | +223.1% |
| All | +535.0% | +486.0% | +49.0% | +223.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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