+528.2%
AMKR vs WAB
+296.8%
+231.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.1% | +3.4% | +3.7% |
| 7D | +8.3% | +0.1% | +8.2% | +8.2% |
| 30D | -6.8% | -4.1% | -2.7% | -3.7% |
| 3M | -31.9% | +8.2% | -40.1% | -35.9% |
| 6M | +18.4% | +15.4% | +3.0% | +7.0% |
| YTD | +31.7% | +33.1% | -1.5% | +7.5% |
| 1Y | +105.2% | +48.1% | +57.2% | +56.4% |
| 3Y | +147.7% | +167.7% | -20.0% | +26.1% |
| 5Y | +99.4% | +225.7% | -126.4% | -9.7% |
| All | +528.2% | +296.8% | +231.4% | +113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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