+1,125.0%
AMKR vs SPXU
-100.0%
+1,225.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.2% | +2.0% |
| 7D | +8.9% | +1.3% | +7.6% | +9.6% |
| 30D | -2.7% | +5.1% | -7.8% | +0.4% |
| 3M | -27.5% | -9.1% | -18.3% | -29.2% |
| 6M | +19.4% | -29.6% | +49.0% | +4.6% |
| YTD | +30.7% | -27.7% | +58.4% | +18.4% |
| 1Y | +107.9% | -37.0% | +144.9% | +79.6% |
| 3Y | +136.1% | -80.2% | +216.3% | +37.1% |
| 5Y | +96.6% | -86.0% | +182.6% | +26.2% |
| 10Y | +535.0% | -99.5% | +634.5% | +30.2% |
| All | +1,125.0% | -100.0% | +1,225.0% | -49.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling