+65.2%
AMKR vs SIMO
+170.3%
-105.1%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.6% | +2.9% | 0.0% |
| 7D | +10.0% | +4.1% | +5.9% | +8.1% |
| 30D | -19.4% | -24.0% | +4.5% | -8.1% |
| 3M | -37.4% | -31.8% | -5.6% | -25.6% |
| 6M | -51.5% | -36.9% | -14.6% | -40.0% |
| YTD | -8.1% | +84.8% | -92.9% | -33.9% |
| 1Y | +13.8% | +99.0% | -85.2% | -20.9% |
| 3Y | +59.4% | +217.9% | -158.5% | -11.0% |
| All | +65.2% | +170.3% | -105.1% | -4.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling