+315.9%
AMKR vs WSM
+5,136.2%
-4,820.3%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.4% | +1.3% |
| 7D | +8.9% | +2.6% | +6.2% | +7.7% |
| 30D | -2.7% | -9.3% | +6.6% | +1.1% |
| 3M | -27.5% | +7.1% | -34.5% | -29.7% |
| 6M | +19.4% | +21.7% | -2.3% | +9.9% |
| YTD | +30.7% | +28.7% | +2.0% | +17.6% |
| 1Y | +107.9% | +13.9% | +94.1% | +96.1% |
| 3Y | +136.1% | +232.2% | -96.1% | +39.3% |
| 5Y | +96.6% | +176.4% | -79.8% | +19.4% |
| 10Y | +535.0% | +1,072.4% | -537.4% | +95.9% |
| All | +315.9% | +5,136.2% | -4,820.3% | -53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 all: compounded portfolio wealth divided by compounded WSM 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…
all analysis · Full analysis span regression · 6 months rolling