+9.6%
AMKR vs Q
+68.3%
-58.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.5% | +0.8% | +0.6% |
| 7D | +10.0% | +1.2% | +8.9% | +9.0% |
| 30D | -19.4% | -2.7% | -16.8% | -16.6% |
| 3M | -37.4% | -16.9% | -20.4% | -24.8% |
| 6M | -51.5% | -26.9% | -24.6% | -34.4% |
| YTD | -8.1% | +45.2% | -53.3% | -22.6% |
| 1Y | +13.8% | +38.1% | -24.3% | -0.3% |
| All | +9.6% | +68.3% | -58.7% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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