+528.2%
AMKR vs WWD
+498.2%
+29.9%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.4% | +3.1% | +3.6% |
| 7D | +8.3% | -2.6% | +10.9% | +10.1% |
| 30D | -6.8% | -6.9% | +0.2% | -2.4% |
| 3M | -31.9% | -13.0% | -18.9% | -25.6% |
| 6M | +18.4% | -12.5% | +30.8% | +29.2% |
| YTD | +31.7% | +11.8% | +19.8% | +22.6% |
| 1Y | +105.2% | +41.1% | +64.2% | +63.7% |
| 3Y | +147.7% | +163.1% | -15.3% | +36.0% |
| 5Y | +99.4% | +187.6% | -88.3% | +1.5% |
| All | +528.2% | +498.2% | +29.9% | +125.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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