+59.4%
AMKR vs WM
+48.6%
+10.8%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.8% |
| 7D | +10.0% | +3.2% | +6.8% | +12.1% |
| 30D | -19.4% | +13.0% | -32.4% | -13.2% |
| 3M | -37.4% | +9.2% | -46.6% | -33.3% |
| 6M | -51.5% | +13.6% | -65.1% | -47.7% |
| YTD | -8.1% | +12.4% | -20.5% | -1.5% |
| 1Y | +13.8% | +21.2% | -7.4% | +21.9% |
| 3Y | +59.4% | +48.7% | +10.7% | +71.9% |
| All | +59.4% | +48.6% | +10.8% | +71.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling