+655.8%
AMKR vs SCHG
+1,132.2%
-476.4%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.9% | +3.6% | +3.2% |
| 7D | +8.3% | -1.0% | +9.3% | +9.9% |
| 30D | -6.8% | -1.3% | -5.5% | -5.0% |
| 3M | -31.9% | +5.4% | -37.4% | -36.7% |
| 6M | +18.4% | +14.4% | +3.9% | -0.9% |
| YTD | +31.7% | +8.0% | +23.6% | +20.7% |
| 1Y | +105.2% | +12.7% | +92.5% | +79.4% |
| 3Y | +147.7% | +85.6% | +62.1% | +12.0% |
| 5Y | +99.4% | +85.5% | +13.8% | -8.3% |
| 10Y | +539.7% | +456.0% | +83.7% | -37.5% |
| All | +655.8% | +1,132.2% | -476.4% | -77.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling