+528.2%
AMKR vs SPMO
+517.6%
+10.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.5% | +3.9% | +3.7% |
| 7D | +8.3% | -0.9% | +9.2% | +9.9% |
| 30D | -6.8% | -1.9% | -4.9% | -3.2% |
| 3M | -31.9% | -1.4% | -30.6% | -27.3% |
| 6M | +18.4% | +25.5% | -7.1% | -7.0% |
| YTD | +31.7% | +24.8% | +6.8% | +5.2% |
| 1Y | +105.2% | +24.5% | +80.7% | +66.5% |
| 3Y | +147.7% | +157.1% | -9.4% | -17.9% |
| 5Y | +99.4% | +149.5% | -50.1% | -29.9% |
| All | +528.2% | +517.6% | +10.6% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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