+174.6%
ARM vs AMKR
+49.8%
+124.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +7.6% | -2.9% | -0.3% |
| 7D | -15.2% | -16.9% | +1.7% | -4.2% |
| 30D | -40.7% | -37.2% | -3.5% | -19.8% |
| 3M | -39.1% | -39.3% | +0.2% | -16.1% |
| 6M | -26.4% | -57.4% | +31.0% | +23.0% |
| YTD | +59.7% | -16.5% | +76.2% | +63.7% |
| 1Y | +10.3% | -6.0% | +16.3% | +1.9% |
| 3Y | +228.9% | +46.2% | +182.7% | +95.1% |
| All | +174.6% | +49.8% | +124.8% | +59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMKR.
Daily Out/Under-Performance
Portfolio return minus AMKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMKR 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 AMKR 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