+992.0%
ASX vs AMKR
+503.2%
+488.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.2% | +2.3% | +3.0% |
| 7D | +11.1% | +8.9% | +2.2% | +7.3% |
| 30D | +9.6% | -2.7% | +12.3% | +10.6% |
| 3M | +18.6% | -27.5% | +46.1% | +33.0% |
| 6M | +92.1% | +19.4% | +72.7% | +75.8% |
| YTD | +158.5% | +30.7% | +127.8% | +124.8% |
| 1Y | +271.9% | +107.9% | +164.0% | +164.7% |
| 3Y | +465.2% | +136.1% | +329.1% | +270.0% |
| 5Y | +479.4% | +96.6% | +382.8% | +289.4% |
| 10Y | +992.0% | +535.0% | +457.0% | +366.3% |
| All | +992.0% | +503.2% | +488.8% | +366.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling