+985.8%
ASX vs AMKR
+236.0%
+749.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.7% | +0.7% | -0.9% |
| 7D | +12.4% | +10.0% | +2.4% | +7.9% |
| 30D | -19.8% | -19.4% | -0.4% | -11.2% |
| 3M | -10.3% | -37.4% | +27.0% | +10.1% |
| 6M | +1.2% | -51.5% | +52.7% | +36.0% |
| YTD | +123.0% | -8.1% | +131.1% | +127.0% |
| 1Y | +145.4% | +13.8% | +131.6% | +128.1% |
| 3Y | +368.6% | +59.4% | +309.2% | +263.5% |
| 5Y | +486.0% | +65.9% | +420.2% | +334.5% |
| All | +985.8% | +236.0% | +749.8% | +464.0% |
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