+528.2%
AMKR vs WAT
+170.9%
+357.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.7% | +2.8% | +3.5% |
| 7D | +8.3% | -0.3% | +8.5% | +8.4% |
| 30D | -6.8% | -1.9% | -4.9% | -5.9% |
| 3M | -31.9% | +13.5% | -45.5% | -37.1% |
| 6M | +18.4% | +37.2% | -18.9% | -2.9% |
| YTD | +31.7% | +7.5% | +24.2% | +22.8% |
| 1Y | +105.2% | +35.0% | +70.2% | +66.6% |
| 3Y | +147.7% | +55.1% | +92.7% | +75.7% |
| 5Y | +99.4% | -2.8% | +102.2% | +85.0% |
| All | +528.2% | +170.9% | +357.2% | +218.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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