+181.5%
AMKR vs SOUN
-28.2%
+209.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.3% | +4.8% | +4.5% |
| 7D | +8.3% | -7.1% | +15.4% | +8.9% |
| 30D | -6.8% | -15.4% | +8.6% | -5.5% |
| 3M | -31.9% | -10.6% | -21.4% | -31.4% |
| 6M | +18.4% | -19.6% | +38.0% | +19.7% |
| YTD | +31.7% | -37.2% | +68.9% | +35.4% |
| 1Y | +105.2% | -57.1% | +162.3% | +116.3% |
| 3Y | +147.7% | +178.2% | -30.5% | +128.4% |
| All | +181.5% | -28.2% | +209.7% | +161.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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