+528.2%
AMKR vs WEC
+146.6%
+381.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.5% | +4.4% |
| 7D | +8.3% | -0.6% | +8.9% | +8.3% |
| 30D | -6.8% | -2.6% | -4.1% | -6.7% |
| 3M | -31.9% | -6.0% | -25.9% | -31.8% |
| 6M | +18.4% | -5.4% | +23.8% | +18.4% |
| YTD | +31.7% | +2.5% | +29.2% | +31.0% |
| 1Y | +105.2% | -0.7% | +106.0% | +104.4% |
| 3Y | +147.7% | +38.7% | +109.0% | +137.3% |
| 5Y | +99.4% | +31.7% | +67.7% | +91.7% |
| All | +528.2% | +146.6% | +381.6% | +494.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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