+124.3%
AMKR vs S
-56.9%
+181.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.9% | -5.4% | -4.0% |
| 7D | +5.5% | +0.1% | +5.5% | +5.4% |
| 30D | -8.6% | -11.8% | +3.2% | -5.9% |
| 3M | -28.7% | +33.9% | -62.7% | -34.6% |
| 6M | +13.3% | +40.1% | -26.8% | +1.5% |
| YTD | +26.1% | +32.1% | -6.0% | +14.2% |
| 1Y | +101.2% | +11.0% | +90.1% | +90.4% |
| 3Y | +127.7% | +16.9% | +110.8% | +107.3% |
| 5Y | +90.9% | -68.9% | +159.8% | +109.9% |
| All | +124.3% | -56.9% | +181.2% | +147.0% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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