+133.2%
AMKR vs SIMO
+462.5%
-329.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.2% | 0.0% | +3.0% |
| 7D | +11.1% | +14.6% | -3.5% | +3.4% |
| 30D | -8.1% | +6.2% | -14.3% | -11.5% |
| 3M | -25.6% | +3.6% | -29.1% | -26.8% |
| 6M | +22.5% | +130.8% | -108.3% | -24.9% |
| YTD | +29.1% | +195.8% | -166.7% | -34.0% |
| 1Y | +105.7% | +225.0% | -119.3% | -1.3% |
| 3Y | +133.2% | +452.3% | -319.1% | -17.3% |
| All | +133.2% | +462.5% | -329.3% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 3y: compounded portfolio wealth divided by compounded SIMO 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…
3y analysis · Full analysis span regression · 6 months rolling