+528.2%
AMKR vs WU
-39.1%
+567.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.6% | +3.9% | +4.2% |
| 7D | +8.3% | -3.5% | +11.8% | +10.1% |
| 30D | -6.8% | -2.9% | -3.8% | -5.6% |
| 3M | -31.9% | -2.3% | -29.7% | -33.8% |
| 6M | +18.4% | -25.4% | +43.7% | +32.9% |
| YTD | +31.7% | -21.2% | +52.9% | +42.7% |
| 1Y | +105.2% | -8.9% | +114.1% | +101.6% |
| 3Y | +147.7% | -29.0% | +176.7% | +174.2% |
| 5Y | +99.4% | -50.7% | +150.1% | +169.7% |
| All | +528.2% | -39.1% | +567.3% | +635.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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