+198.7%
B vs AMKR
+130.1%
+68.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +6.2% | -7.6% | -2.4% |
| 7D | +2.3% | +11.1% | -8.8% | +0.5% |
| 30D | +1.4% | -8.1% | +9.4% | +2.4% |
| 3M | +12.2% | -25.6% | +37.8% | +15.5% |
| 6M | -2.1% | +22.5% | -24.6% | -7.1% |
| YTD | +2.9% | +29.1% | -26.2% | -3.5% |
| 1Y | +55.3% | +105.7% | -50.4% | +35.8% |
| 3Y | +198.7% | +133.2% | +65.5% | +155.0% |
| All | +198.7% | +130.1% | +68.6% | +155.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling