+237.3%
AMKR vs WM
+337.2%
-99.9%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.1% | +6.5% | +6.6% |
| 7D | -5.3% | -0.5% | -4.8% | -5.3% |
| 30D | -28.7% | +13.3% | -42.0% | -32.9% |
| 3M | -36.6% | +4.4% | -40.9% | -38.4% |
| 6M | -54.2% | +10.8% | -65.0% | -57.8% |
| YTD | -10.9% | +9.1% | -20.0% | -18.3% |
| 1Y | +1.3% | +19.1% | -17.8% | -12.1% |
| 3Y | +60.0% | +45.7% | +14.4% | +15.5% |
| 5Y | +59.3% | +60.4% | -1.2% | +3.8% |
| 10Y | +237.3% | +328.7% | -91.4% | +3.6% |
| All | +237.3% | +337.2% | -99.9% | +3.6% |
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