+528.2%
AMKR vs W
+158.6%
+369.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.1% | +3.3% | +4.2% |
| 7D | +8.3% | -0.9% | +9.2% | +8.6% |
| 30D | -6.8% | -4.2% | -2.5% | -5.9% |
| 3M | -31.9% | +26.9% | -58.8% | -37.0% |
| 6M | +18.4% | +31.2% | -12.9% | +8.3% |
| YTD | +31.7% | -1.8% | +33.5% | +28.5% |
| 1Y | +105.2% | +9.3% | +95.9% | +91.5% |
| 3Y | +147.7% | +33.2% | +114.5% | +101.5% |
| 5Y | +99.4% | -62.4% | +161.8% | +88.0% |
| All | +528.2% | +158.6% | +369.6% | +241.0% |
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