+216.9%
B vs AMKR
+245.4%
-28.4%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.6% | -0.6% | -2.9% |
| 7D | -6.2% | +21.7% | -27.9% | -8.2% |
| 30D | -6.6% | -22.0% | +15.4% | -4.5% |
| 3M | -7.9% | -33.1% | +25.2% | -4.6% |
| 6M | -16.8% | -49.3% | +32.5% | -12.2% |
| YTD | -11.7% | -5.5% | -6.2% | -12.6% |
| 1Y | +3.5% | +8.4% | -5.0% | +1.0% |
| 3Y | +165.7% | +62.7% | +103.0% | +147.0% |
| 5Y | +108.4% | +70.5% | +37.9% | +90.4% |
| All | +216.9% | +245.4% | -28.4% | +160.7% |
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