+3,552.3%
ASX vs AMKR
+94.8%
+3,457.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.3% |
| 7D | -0.7% | 0.0% | -0.7% | -0.8% |
| 30D | +2.0% | -11.1% | +13.1% | +5.2% |
| 3M | -1.3% | -35.2% | +33.8% | +10.4% |
| 6M | +71.4% | +4.9% | +66.6% | +68.1% |
| YTD | +135.3% | +21.6% | +113.7% | +120.1% |
| 1Y | +267.5% | +98.0% | +169.4% | +199.5% |
| 3Y | +388.5% | +77.8% | +310.6% | +301.1% |
| 5Y | +417.1% | +79.9% | +337.2% | +318.4% |
| 10Y | +872.7% | +456.9% | +415.9% | +450.1% |
| All | +3,552.3% | +94.8% | +3,457.5% | +1,482.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling