+528.2%
AMKR vs SPY
+322.5%
+205.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.9% | +3.6% | +2.9% |
| 7D | +8.3% | -0.8% | +9.1% | +9.8% |
| 30D | -6.8% | -1.1% | -5.7% | -4.8% |
| 3M | -31.9% | +3.9% | -35.8% | -35.4% |
| 6M | +18.4% | +13.6% | +4.8% | -2.0% |
| YTD | +31.7% | +12.7% | +19.0% | +11.7% |
| 1Y | +105.2% | +17.5% | +87.7% | +64.5% |
| 3Y | +147.7% | +76.9% | +70.8% | +7.1% |
| 5Y | +99.4% | +83.6% | +15.8% | -15.1% |
| All | +528.2% | +322.5% | +205.7% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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