+90.9%
AMKR vs STRL
+2,049.2%
-1,958.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.1% | -1.5% | -2.6% |
| 7D | +5.5% | +5.4% | +0.1% | +3.0% |
| 30D | -8.6% | -9.0% | +0.4% | -4.2% |
| 3M | -28.7% | -37.1% | +8.3% | -10.8% |
| 6M | +13.3% | +17.8% | -4.5% | +2.2% |
| YTD | +26.1% | +58.3% | -32.3% | -0.2% |
| 1Y | +101.2% | +61.0% | +40.2% | +56.6% |
| 3Y | +127.7% | +517.8% | -390.1% | -8.8% |
| 5Y | +90.9% | +2,119.0% | -2,028.2% | -64.5% |
| All | +90.9% | +2,049.2% | -1,958.3% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL 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 5y: compounded portfolio wealth divided by compounded STRL 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…
5y analysis · Full analysis span regression · 6 months rolling