+176.2%
B vs AMKR
+200.4%
-24.1%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.5% | -4.6% | -6.0% |
| 7D | +7.1% | -8.4% | +15.5% | +7.5% |
| 30D | -3.3% | -29.8% | +26.5% | -1.8% |
| 3M | -2.5% | -34.7% | +32.1% | -0.8% |
| 6M | -7.2% | -54.9% | +47.6% | -4.3% |
| YTD | -7.4% | -12.3% | +4.9% | -7.4% |
| 1Y | +16.4% | -1.4% | +17.9% | +15.7% |
| 3Y | +178.7% | +51.1% | +127.6% | +170.1% |
| 5Y | +121.7% | +62.6% | +59.1% | +112.6% |
| 10Y | +208.6% | +233.1% | -24.4% | +182.5% |
| All | +176.2% | +200.4% | -24.1% | +189.8% |
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