+528.2%
AMKR vs WCC
+541.6%
-13.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.7% | +0.7% | +2.2% |
| 7D | +8.3% | +1.5% | +6.8% | +7.4% |
| 30D | -6.8% | -2.1% | -4.6% | -5.2% |
| 3M | -31.9% | +3.8% | -35.8% | -32.1% |
| 6M | +18.4% | +35.0% | -16.6% | +1.8% |
| YTD | +31.7% | +46.4% | -14.7% | +8.2% |
| 1Y | +105.2% | +63.0% | +42.3% | +58.9% |
| 3Y | +147.7% | +133.9% | +13.8% | +48.9% |
| 5Y | +99.4% | +226.5% | -127.2% | -5.2% |
| All | +528.2% | +541.6% | -13.5% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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