+501.5%
AMKR vs ROL
+210.1%
+291.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.6% |
| 7D | +5.5% | -3.2% | +8.7% | +6.9% |
| 30D | -8.6% | -6.6% | -2.0% | -6.3% |
| 3M | -28.7% | -27.3% | -1.4% | -19.5% |
| 6M | +13.3% | -38.1% | +51.4% | +37.2% |
| YTD | +26.1% | -41.8% | +67.8% | +56.8% |
| 1Y | +101.2% | -37.8% | +139.0% | +140.4% |
| 3Y | +127.7% | -0.3% | +128.1% | +105.6% |
| 5Y | +90.9% | -5.1% | +95.9% | +71.0% |
| All | +501.5% | +210.1% | +291.3% | +206.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 ROL 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