+252.0%
AMKR vs WM
+331.3%
-79.2%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.6% | -4.2% | -3.1% |
| 7D | +21.7% | +1.2% | +20.6% | +21.2% |
| 30D | -22.0% | +15.2% | -37.3% | -26.9% |
| 3M | -33.1% | +8.3% | -41.4% | -35.9% |
| 6M | -49.3% | +13.1% | -62.5% | -53.5% |
| YTD | -5.5% | +12.5% | -18.0% | -14.3% |
| 1Y | +8.4% | +21.8% | -13.3% | -6.4% |
| 3Y | +62.7% | +48.8% | +13.9% | +17.0% |
| 5Y | +70.5% | +62.1% | +8.4% | +12.0% |
| All | +252.0% | +331.3% | -79.2% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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