+528.2%
AMKR vs SHAK
+87.2%
+441.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.2% | +1.3% | +3.4% |
| 7D | +8.3% | -8.3% | +16.6% | +11.4% |
| 30D | -6.8% | -12.6% | +5.9% | -2.6% |
| 3M | -31.9% | +9.1% | -41.1% | -35.5% |
| 6M | +18.4% | -31.2% | +49.6% | +29.8% |
| YTD | +31.7% | -21.6% | +53.3% | +37.2% |
| 1Y | +105.2% | -38.8% | +144.0% | +132.1% |
| 3Y | +147.7% | +0.6% | +147.1% | +119.4% |
| 5Y | +99.4% | -22.5% | +121.9% | +83.2% |
| All | +528.2% | +87.2% | +441.0% | +283.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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