+528.2%
AMKR vs FTV
+80.7%
+447.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.3% | +4.1% | +4.2% |
| 7D | +8.3% | -4.0% | +12.2% | +12.1% |
| 30D | -6.8% | -11.0% | +4.3% | +3.2% |
| 3M | -31.9% | -8.4% | -23.5% | -27.8% |
| 6M | +18.4% | -2.6% | +20.9% | +19.0% |
| YTD | +31.7% | -0.6% | +32.3% | +26.1% |
| 1Y | +105.2% | +11.0% | +94.3% | +77.3% |
| 3Y | +147.7% | -6.3% | +154.1% | +151.3% |
| 5Y | +99.4% | -1.5% | +100.9% | +92.4% |
| All | +528.2% | +80.7% | +447.4% | +325.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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