+90.9%
AMKR vs WAB
+220.1%
-129.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.5% | -3.5% |
| 7D | +5.5% | -0.2% | +5.7% | +5.7% |
| 30D | -8.6% | -5.9% | -2.8% | -2.9% |
| 3M | -28.7% | +9.4% | -38.1% | -35.0% |
| 6M | +13.3% | +13.8% | -0.6% | -0.3% |
| YTD | +26.1% | +31.8% | -5.7% | -3.5% |
| 1Y | +101.2% | +48.5% | +52.7% | +38.6% |
| 3Y | +127.7% | +167.0% | -39.2% | -10.6% |
| 5Y | +90.9% | +222.3% | -131.4% | -37.2% |
| All | +90.9% | +220.1% | -129.3% | -37.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling