+80.9%
AMKR vs WM
+52.1%
+28.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +1.7% |
| 7D | 0.0% | -0.3% | +0.3% | -0.1% |
| 30D | -11.1% | -2.4% | -8.8% | -11.2% |
| 3M | -35.2% | +0.4% | -35.6% | -35.7% |
| 6M | +4.9% | -9.5% | +14.4% | +5.6% |
| YTD | +21.6% | +0.5% | +21.1% | +19.7% |
| 1Y | +98.0% | -1.1% | +99.1% | +96.0% |
| 3Y | +77.8% | +46.0% | +31.8% | +50.4% |
| All | +80.9% | +52.1% | +28.8% | +39.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling