+91.1%
AMKR vs QSR
+40.5%
+50.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.6% | +3.8% | +4.2% |
| 7D | +8.3% | -4.0% | +12.3% | +10.1% |
| 30D | -6.8% | +2.8% | -9.5% | -8.1% |
| 3M | -31.9% | +5.1% | -37.0% | -34.4% |
| 6M | +18.4% | +8.8% | +9.6% | +11.2% |
| YTD | +31.7% | +14.8% | +16.8% | +19.2% |
| 1Y | +105.2% | +25.7% | +79.5% | +74.5% |
| 3Y | +147.7% | +27.5% | +120.2% | +99.4% |
| All | +91.1% | +40.5% | +50.6% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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