+501.5%
AMKR vs RBA
+195.3%
+306.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.6% | -3.1% |
| 7D | +5.5% | -3.3% | +8.8% | +7.1% |
| 30D | -8.6% | -9.8% | +1.2% | -4.5% |
| 3M | -28.7% | -23.5% | -5.3% | -20.5% |
| 6M | +13.3% | -21.5% | +34.8% | +24.9% |
| YTD | +26.1% | -21.2% | +47.2% | +38.1% |
| 1Y | +101.2% | -30.2% | +131.4% | +132.9% |
| 3Y | +127.7% | +25.3% | +102.4% | +93.2% |
| 5Y | +90.9% | +35.1% | +55.8% | +49.1% |
| All | +501.5% | +195.3% | +306.2% | +188.9% |
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