+50.3%
AMKR vs Q
+75.4%
-25.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.8% | -2.0% |
| 7D | +5.5% | +4.1% | +1.4% | +1.9% |
| 30D | -8.6% | -10.7% | +2.1% | +1.5% |
| 3M | -28.7% | -11.7% | -17.0% | -18.2% |
| 6M | +13.3% | +8.3% | +4.9% | +11.5% |
| YTD | +26.1% | +51.3% | -25.2% | +1.0% |
| All | +50.3% | +75.4% | -25.1% | +33.2% |
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