+91.1%
AMKR vs WPM
+263.6%
-172.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.1% | +2.4% | +3.8% |
| 7D | +8.3% | -0.6% | +8.8% | +8.5% |
| 30D | -6.8% | +14.4% | -21.2% | -10.7% |
| 3M | -31.9% | +37.0% | -68.9% | -38.3% |
| 6M | +18.4% | +4.1% | +14.2% | +14.9% |
| YTD | +31.7% | +31.7% | -0.1% | +20.9% |
| 1Y | +105.2% | +44.2% | +61.1% | +84.2% |
| 3Y | +147.7% | +265.5% | -117.7% | +76.9% |
| All | +91.1% | +263.6% | -172.5% | +30.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling