+90.9%
AMKR vs WU
-51.6%
+142.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.8% | -3.3% |
| 7D | +5.5% | -5.0% | +10.5% | +7.4% |
| 30D | -8.6% | -2.3% | -6.3% | -8.1% |
| 3M | -28.7% | -3.2% | -25.5% | -30.2% |
| 6M | +13.3% | -25.0% | +38.3% | +23.6% |
| YTD | +26.1% | -21.7% | +47.7% | +34.4% |
| 1Y | +101.2% | -9.0% | +110.1% | +97.3% |
| 3Y | +127.7% | -28.9% | +156.6% | +146.3% |
| 5Y | +90.9% | -51.0% | +141.9% | +147.0% |
| All | +90.9% | -51.6% | +142.5% | +147.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling