+535.0%
AMKR vs RACE
+783.2%
-248.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.8% |
| 7D | +8.9% | -2.6% | +11.5% | +10.5% |
| 30D | -2.7% | -1.1% | -1.6% | -2.3% |
| 3M | -27.5% | +12.5% | -40.0% | -34.0% |
| 6M | +19.4% | +17.4% | +2.0% | +4.3% |
| YTD | +30.7% | +10.1% | +20.6% | +18.5% |
| 1Y | +107.9% | -15.1% | +123.1% | +119.4% |
| 3Y | +136.1% | +38.9% | +97.2% | +66.8% |
| 5Y | +96.6% | +90.7% | +5.9% | +9.4% |
| 10Y | +535.0% | +801.8% | -266.9% | +45.7% |
| All | +535.0% | +783.2% | -248.2% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling