+147.7%
AMKR vs JEPI
+30.1%
+117.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.7% | +3.7% | +2.8% |
| 7D | +8.3% | -1.0% | +9.3% | +10.8% |
| 30D | -6.8% | -1.4% | -5.4% | -3.9% |
| 3M | -31.9% | +3.5% | -35.5% | -38.3% |
| 6M | +18.4% | +1.9% | +16.4% | +12.0% |
| YTD | +31.7% | +4.4% | +27.2% | +18.1% |
| 1Y | +105.2% | +7.2% | +98.0% | +74.1% |
| 3Y | +147.7% | +29.8% | +118.0% | +39.4% |
| All | +147.7% | +30.1% | +117.7% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 3y: compounded portfolio wealth divided by compounded JEPI 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…
3y analysis · Full analysis span regression · 6 months rolling