+728.0%
AMKR vs QSR
+203.9%
+524.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.9% | -3.2% |
| 7D | +5.5% | -4.7% | +10.2% | +8.0% |
| 30D | -8.6% | +4.3% | -12.9% | -10.8% |
| 3M | -28.7% | +5.4% | -34.2% | -31.7% |
| 6M | +13.3% | +8.2% | +5.1% | +6.4% |
| YTD | +26.1% | +14.1% | +11.9% | +14.3% |
| 1Y | +101.2% | +28.1% | +73.1% | +70.5% |
| 3Y | +127.7% | +25.3% | +102.5% | +91.3% |
| 5Y | +90.9% | +40.4% | +50.5% | +49.6% |
| 10Y | +512.5% | +132.4% | +380.1% | +250.4% |
| All | +728.0% | +203.9% | +524.2% | +328.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling