+137.2%
AMKR vs SPXU
-79.4%
+216.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.8% | -5.4% | -2.1% |
| 7D | +5.5% | +6.4% | -0.8% | +10.7% |
| 30D | -8.6% | +5.9% | -14.6% | -3.9% |
| 3M | -28.7% | -11.7% | -17.0% | -32.8% |
| 6M | +13.3% | -28.7% | +42.0% | -5.0% |
| YTD | +26.1% | -26.4% | +52.4% | +10.8% |
| 1Y | +101.2% | -35.2% | +136.4% | +67.3% |
| All | +137.2% | -79.4% | +216.6% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling