+211.4%
B vs AMKR
+316.3%
-104.8%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.8% | -4.0% | -2.3% |
| 7D | -1.6% | 0.0% | -1.5% | -1.6% |
| 30D | +9.4% | -11.1% | +20.6% | +10.0% |
| 3M | +5.0% | -35.2% | +40.2% | +6.7% |
| 6M | -3.5% | +4.9% | -8.4% | -4.2% |
| YTD | +4.5% | +21.6% | -17.1% | +2.9% |
| 1Y | +67.8% | +98.0% | -30.3% | +61.8% |
| 3Y | +196.7% | +77.8% | +118.9% | +185.0% |
| 5Y | +151.9% | +79.9% | +72.0% | +140.1% |
| 10Y | +202.2% | +456.9% | -254.7% | +171.2% |
| All | +211.4% | +316.3% | -104.8% | +222.3% |
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