+528.2%
AMKR vs SPG
+64.5%
+463.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.1% | +4.4% | +4.4% |
| 7D | +8.3% | -1.2% | +9.4% | +8.9% |
| 30D | -6.8% | -6.1% | -0.6% | -4.1% |
| 3M | -31.9% | -3.6% | -28.3% | -31.6% |
| 6M | +18.4% | +10.4% | +7.9% | +11.4% |
| YTD | +31.7% | +14.4% | +17.3% | +21.4% |
| 1Y | +105.2% | +16.5% | +88.7% | +86.8% |
| 3Y | +147.7% | +106.8% | +40.9% | +73.2% |
| 5Y | +99.4% | +108.9% | -9.5% | +38.2% |
| All | +528.2% | +64.5% | +463.7% | +332.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 10y: compounded portfolio wealth divided by compounded SPG 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…
10y analysis · Full analysis span regression · 6 months rolling