+528.2%
AMKR vs RRX
+228.4%
+299.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.7% | +0.8% | +1.7% |
| 7D | +8.3% | -0.3% | +8.6% | +8.6% |
| 30D | -6.8% | -6.1% | -0.6% | -2.1% |
| 3M | -31.9% | -23.1% | -8.9% | -16.9% |
| 6M | +18.4% | -19.5% | +37.9% | +40.5% |
| YTD | +31.7% | +16.1% | +15.6% | +18.6% |
| 1Y | +105.2% | +12.9% | +92.3% | +87.2% |
| 3Y | +147.7% | +7.9% | +139.8% | +116.0% |
| 5Y | +99.4% | +19.1% | +80.3% | +55.2% |
| All | +528.2% | +228.4% | +299.8% | +145.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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