+62.6%
AMKR vs RACE
+69.7%
-7.1%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.8% | -1.1% |
| 7D | -8.4% | +0.2% | -8.6% | -8.5% |
| 30D | -29.8% | +6.6% | -36.4% | -32.2% |
| 3M | -34.7% | +2.2% | -36.9% | -35.7% |
| 6M | -54.9% | +22.4% | -77.3% | -60.6% |
| YTD | -12.3% | +13.8% | -26.1% | -20.6% |
| 1Y | -1.4% | +2.2% | -3.6% | -5.0% |
| 3Y | +51.1% | +25.6% | +25.4% | +15.4% |
| 5Y | +62.6% | +71.0% | -8.4% | -3.3% |
| All | +62.6% | +69.7% | -7.1% | -3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling