+98.0%
AMKR vs SRE
+4.7%
+93.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +1.7% |
| 7D | 0.0% | -0.3% | +0.3% | 0.0% |
| 30D | -11.1% | -0.7% | -10.4% | -10.9% |
| 3M | -35.2% | -6.3% | -28.9% | -35.3% |
| 6M | +4.9% | -10.7% | +15.5% | +4.1% |
| YTD | +21.6% | -3.5% | +25.1% | +21.6% |
| 1Y | +98.0% | +5.3% | +92.7% | +112.4% |
| All | +98.0% | +4.7% | +93.3% | +112.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 1y: compounded portfolio wealth divided by compounded SRE 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…
1y analysis · Full analysis span regression · 6 months rolling