+477.7%
ASX vs AMKR
+93.2%
+384.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +6.2% | -0.1% | +3.0% |
| 7D | +6.3% | +11.1% | -4.8% | +0.8% |
| 30D | +6.4% | -8.1% | +14.5% | +10.5% |
| 3M | +13.1% | -25.6% | +38.7% | +27.6% |
| 6M | +90.3% | +22.5% | +67.8% | +67.1% |
| YTD | +149.6% | +29.1% | +120.5% | +108.7% |
| 1Y | +249.2% | +105.7% | +143.5% | +124.7% |
| 3Y | +445.9% | +133.2% | +312.7% | +205.6% |
| 5Y | +477.7% | +98.5% | +379.2% | +216.2% |
| All | +477.7% | +93.2% | +384.6% | +216.2% |
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