+96.6%
AMKR vs S
-71.9%
+168.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.2% | +1.2% |
| 7D | +8.9% | -1.2% | +10.1% | +9.2% |
| 30D | -2.7% | -12.6% | +9.9% | +0.6% |
| 3M | -27.5% | +27.6% | -55.0% | -32.8% |
| 6M | +19.4% | +35.5% | -16.1% | +7.5% |
| YTD | +30.7% | +29.6% | +1.1% | +18.6% |
| 1Y | +107.9% | +8.1% | +99.8% | +97.8% |
| 3Y | +136.1% | +14.8% | +121.4% | +114.9% |
| 5Y | +96.6% | -70.6% | +167.2% | +127.1% |
| All | +96.6% | -71.9% | +168.5% | +127.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling