+242.5%
AMKR vs W
+212.4%
+30.1%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.1% | -2.8% |
| 7D | +10.0% | +0.2% | +9.9% | +10.1% |
| 30D | -19.4% | +6.8% | -26.2% | -20.9% |
| 3M | -37.4% | +10.7% | -48.0% | -39.3% |
| 6M | -51.5% | +86.3% | -137.8% | -59.4% |
| YTD | -8.1% | +11.5% | -19.6% | -13.6% |
| 1Y | +13.8% | +5.1% | +8.7% | +7.9% |
| 3Y | +59.4% | +171.0% | -111.6% | +9.9% |
| 5Y | +65.9% | -56.6% | +122.5% | +50.9% |
| All | +242.5% | +212.4% | +30.1% | +70.6% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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