+242.5%
AMKR vs RBA
+207.2%
+35.3%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.7% | -3.2% |
| 7D | +10.0% | +1.7% | +8.3% | +9.2% |
| 30D | -19.4% | +8.3% | -27.8% | -22.9% |
| 3M | -37.4% | +10.5% | -47.9% | -41.0% |
| 6M | -51.5% | -5.9% | -45.6% | -51.4% |
| YTD | -8.1% | -6.9% | -1.2% | -7.7% |
| 1Y | +13.8% | -4.9% | +18.7% | +13.1% |
| 3Y | +59.4% | +64.5% | -5.1% | +18.2% |
| 5Y | +65.9% | +46.1% | +19.8% | +25.1% |
| All | +242.5% | +207.2% | +35.3% | +49.1% |
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