+91.1%
AMKR vs WEC
+30.6%
+60.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.5% | +4.4% |
| 7D | +8.3% | -0.6% | +8.9% | +8.2% |
| 30D | -6.8% | -2.6% | -4.1% | -7.0% |
| 3M | -31.9% | -6.0% | -25.9% | -32.3% |
| 6M | +18.4% | -5.4% | +23.8% | +17.8% |
| YTD | +31.7% | +2.5% | +29.2% | +31.2% |
| 1Y | +105.2% | -0.7% | +106.0% | +104.2% |
| 3Y | +147.7% | +38.7% | +109.0% | +139.2% |
| All | +91.1% | +30.6% | +60.5% | +88.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling