+105.2%
AMKR vs SCHG
+13.0%
+92.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.9% | +3.6% | +2.6% |
| 7D | +8.3% | -1.0% | +9.3% | +10.7% |
| 30D | -6.8% | -1.3% | -5.5% | -4.2% |
| 3M | -31.9% | +5.4% | -37.4% | -39.4% |
| 6M | +18.4% | +14.4% | +3.9% | -11.5% |
| YTD | +31.7% | +8.0% | +23.6% | +13.5% |
| 1Y | +105.2% | +12.7% | +92.5% | +65.3% |
| All | +105.2% | +13.0% | +92.2% | +65.3% |
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