-16.0%
AMKR vs SCHG
+0.2%
-16.1%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.5% | -5.5% | -9.0% | -2.5% |
| 7D | -26.0% | -6.8% | -19.2% | -13.1% |
| 30D | -42.9% | -11.2% | -31.7% | -25.2% |
| 3M | -43.3% | -7.4% | -35.9% | -32.2% |
| 6M | -60.1% | -1.0% | -59.1% | -58.3% |
| YTD | -22.4% | +0.9% | -23.3% | -21.2% |
| 1Y | -16.0% | -0.2% | -15.8% | -11.9% |
| All | -16.0% | +0.2% | -16.1% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 1y: compounded portfolio wealth divided by compounded SCHG 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…
1y analysis · Full analysis span regression · 6 months rolling