+1,037.1%
AMKR vs SIMO
+3,332.4%
-2,295.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +8.7% | -6.9% | -1.3% |
| 7D | 0.0% | +4.2% | -4.3% | -1.6% |
| 30D | -11.1% | +4.1% | -15.2% | -13.0% |
| 3M | -35.2% | -12.9% | -22.3% | -31.5% |
| 6M | +4.9% | +110.3% | -105.5% | -21.9% |
| YTD | +21.6% | +178.6% | -157.0% | -18.3% |
| 1Y | +98.0% | +220.0% | -122.0% | +27.2% |
| 3Y | +77.8% | +409.0% | -331.2% | -2.7% |
| 5Y | +79.9% | +277.3% | -197.4% | +3.9% |
| 10Y | +456.9% | +506.6% | -49.7% | +165.1% |
| All | +1,037.1% | +3,332.4% | -2,295.3% | +139.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling