+158.8%
B vs AMKR
+101.8%
+57.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | +0.9% |
| 7D | +1.0% | +8.9% | -7.8% | -0.1% |
| 30D | +9.5% | -2.7% | +12.2% | +9.5% |
| 3M | +14.3% | -27.5% | +41.8% | +17.5% |
| 6M | -1.9% | +19.4% | -21.3% | -5.3% |
| YTD | +4.1% | +30.7% | -26.6% | -0.9% |
| 1Y | +56.1% | +107.9% | -51.8% | +41.3% |
| 3Y | +202.0% | +136.1% | +65.9% | +167.7% |
| 5Y | +158.8% | +96.6% | +62.2% | +124.6% |
| All | +158.8% | +101.8% | +57.0% | +124.6% |
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