+13.8%
AMKR vs SM
+84.2%
-70.4%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.7% |
| 7D | +10.0% | +9.4% | +0.6% | +10.3% |
| 30D | -19.4% | -14.4% | -5.1% | -20.5% |
| 3M | -37.4% | +1.6% | -38.9% | -36.8% |
| 6M | -51.5% | +6.3% | -57.8% | -49.8% |
| YTD | -8.1% | +78.8% | -86.9% | -13.3% |
| 1Y | +13.8% | +83.1% | -69.3% | +7.2% |
| All | +13.8% | +84.2% | -70.4% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 1y: compounded portfolio wealth divided by compounded SM 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…
1y analysis · Full analysis span regression · 6 months rolling