+147.7%
AMKR vs WAT
+54.7%
+93.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.7% | +2.8% | +3.7% |
| 7D | +8.3% | -0.3% | +8.5% | +8.4% |
| 30D | -6.8% | -1.9% | -4.9% | -6.0% |
| 3M | -31.9% | +13.5% | -45.5% | -36.1% |
| 6M | +18.4% | +37.2% | -18.9% | +0.8% |
| YTD | +31.7% | +7.5% | +24.2% | +24.6% |
| 1Y | +105.2% | +35.0% | +70.2% | +72.8% |
| 3Y | +147.7% | +55.1% | +92.7% | +91.7% |
| All | +147.7% | +54.7% | +93.0% | +91.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling