+252.0%
AMKR vs RBA
+204.3%
+47.8%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.1% | -1.9% |
| 7D | +21.7% | -0.5% | +22.3% | +22.0% |
| 30D | -22.0% | +6.8% | -28.9% | -24.9% |
| 3M | -33.1% | +9.5% | -42.6% | -36.7% |
| 6M | -49.3% | -8.2% | -41.1% | -48.6% |
| YTD | -5.5% | -7.7% | +2.2% | -4.7% |
| 1Y | +8.4% | -6.9% | +15.3% | +9.0% |
| 3Y | +62.7% | +61.6% | +1.0% | +21.6% |
| 5Y | +70.5% | +44.7% | +25.8% | +29.2% |
| All | +252.0% | +204.3% | +47.8% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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