+91.1%
AMKR vs RJF
+104.0%
-12.9%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.5% | +4.5% |
| 7D | +8.3% | -2.7% | +11.0% | +10.3% |
| 30D | -6.8% | -4.3% | -2.5% | -4.3% |
| 3M | -31.9% | +15.7% | -47.7% | -39.8% |
| 6M | +18.4% | +17.8% | +0.6% | +3.2% |
| YTD | +31.7% | +9.2% | +22.5% | +20.2% |
| 1Y | +105.2% | +2.8% | +102.5% | +96.0% |
| 3Y | +147.7% | +69.5% | +78.3% | +61.2% |
| All | +91.1% | +104.0% | -12.9% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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