+490.6%
AMKR vs WM
+305.2%
+185.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.6% | +6.7% | +6.4% |
| 7D | +11.1% | -0.9% | +12.0% | +11.5% |
| 30D | -8.1% | -4.3% | -3.7% | -6.5% |
| 3M | -25.6% | +0.8% | -26.4% | -27.6% |
| 6M | +22.5% | -10.8% | +33.2% | +25.9% |
| YTD | +29.1% | -0.1% | +29.2% | +24.0% |
| 1Y | +105.7% | +1.0% | +104.7% | +94.6% |
| 3Y | +133.2% | +45.1% | +88.1% | +65.5% |
| 5Y | +98.5% | +52.1% | +46.4% | +31.7% |
| 10Y | +490.6% | +302.9% | +187.7% | +105.4% |
| All | +490.6% | +305.2% | +185.4% | +105.4% |
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