+199.9%
B vs AMKR
+519.6%
-319.7%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.5% | +1.0% | -2.2% |
| 7D | -5.0% | +5.5% | -10.5% | -5.6% |
| 30D | +8.7% | -8.6% | +17.3% | +9.5% |
| 3M | +17.3% | -28.7% | +46.0% | +20.2% |
| 6M | -5.0% | +13.3% | -18.3% | -7.3% |
| YTD | +1.4% | +26.1% | -24.6% | -2.1% |
| 1Y | +50.5% | +101.2% | -50.7% | +38.9% |
| 3Y | +194.4% | +127.7% | +66.6% | +165.3% |
| 5Y | +156.7% | +90.9% | +65.8% | +130.8% |
| All | +199.9% | +519.6% | -319.7% | +105.9% |
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