+91.1%
AMKR vs GEN
+22.3%
+68.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.0% | +3.5% | +4.1% |
| 7D | +8.3% | -1.3% | +9.6% | +8.7% |
| 30D | -6.8% | +6.1% | -12.9% | -9.1% |
| 3M | -31.9% | +27.0% | -58.9% | -39.2% |
| 6M | +18.4% | +43.9% | -25.5% | -1.7% |
| YTD | +31.7% | +13.0% | +18.7% | +22.3% |
| 1Y | +105.2% | +4.0% | +101.2% | +98.5% |
| 3Y | +147.7% | +66.2% | +81.6% | +90.5% |
| All | +91.1% | +22.3% | +68.8% | +58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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