+528.2%
AMKR vs WPM
+558.4%
-30.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.1% | +2.4% | +4.0% |
| 7D | +8.3% | -0.6% | +8.8% | +8.5% |
| 30D | -6.8% | +14.4% | -21.2% | -9.8% |
| 3M | -31.9% | +37.0% | -68.9% | -36.7% |
| 6M | +18.4% | +4.1% | +14.2% | +16.2% |
| YTD | +31.7% | +31.7% | -0.1% | +23.6% |
| 1Y | +105.2% | +44.2% | +61.1% | +89.0% |
| 3Y | +147.7% | +265.5% | -117.7% | +90.9% |
| 5Y | +99.4% | +262.5% | -163.1% | +50.7% |
| All | +528.2% | +558.4% | -30.2% | +359.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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