+91.1%
AMKR vs NWSA
+40.0%
+51.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.2% | +4.3% |
| 7D | +8.3% | -2.8% | +11.1% | +9.9% |
| 30D | -6.8% | +3.0% | -9.8% | -8.6% |
| 3M | -31.9% | +12.3% | -44.3% | -38.3% |
| 6M | +18.4% | +21.9% | -3.5% | +0.4% |
| YTD | +31.7% | +13.6% | +18.1% | +16.1% |
| 1Y | +105.2% | +0.5% | +104.8% | +96.7% |
| 3Y | +147.7% | +43.8% | +104.0% | +81.7% |
| All | +91.1% | +40.0% | +51.1% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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