+65.2%
AMKR vs SPG
+84.0%
-18.8%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.6% |
| 7D | +10.0% | +2.0% | +8.0% | +8.8% |
| 30D | -19.4% | +17.2% | -36.7% | -27.5% |
| 3M | -37.4% | +6.3% | -43.7% | -40.0% |
| 6M | -51.5% | +18.7% | -70.2% | -57.9% |
| YTD | -8.1% | +30.1% | -38.2% | -25.8% |
| 1Y | +13.8% | +32.8% | -19.0% | -9.5% |
| 3Y | +59.4% | +133.6% | -74.2% | -18.1% |
| All | +65.2% | +84.0% | -18.8% | -3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling