+137.2%
AMKR vs RMD
+50.8%
+86.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.4% | -3.5% |
| 7D | +5.5% | -4.2% | +9.7% | +6.7% |
| 30D | -8.6% | -2.1% | -6.6% | -8.4% |
| 3M | -28.7% | +13.8% | -42.5% | -33.2% |
| 6M | +13.3% | -10.6% | +23.9% | +17.9% |
| YTD | +26.1% | -8.1% | +34.2% | +29.1% |
| 1Y | +101.2% | -18.0% | +119.1% | +116.8% |
| All | +137.2% | +50.8% | +86.4% | +100.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 3y: compounded portfolio wealth divided by compounded RMD 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…
3y analysis · Full analysis span regression · 6 months rolling