+90.9%
AMKR vs NDAQ
+48.4%
+42.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.3% | -1.2% | -2.4% |
| 7D | +5.5% | -6.8% | +12.3% | +9.1% |
| 30D | -8.6% | -3.2% | -5.4% | -7.3% |
| 3M | -28.7% | +6.5% | -35.2% | -32.6% |
| 6M | +13.3% | +5.7% | +7.5% | +6.2% |
| YTD | +26.1% | -4.6% | +30.7% | +25.9% |
| 1Y | +101.2% | -1.6% | +102.8% | +95.6% |
| 3Y | +127.7% | +86.4% | +41.3% | +41.2% |
| 5Y | +90.9% | +50.3% | +40.6% | +24.9% |
| All | +90.9% | +48.4% | +42.5% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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