+74.6%
BA vs AMKR
+503.2%
-428.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.3% | -2.4% |
| 7D | -1.2% | +8.9% | -10.0% | -3.5% |
| 30D | -11.3% | -2.7% | -8.6% | -11.3% |
| 3M | -3.8% | -27.5% | +23.7% | +0.7% |
| 6M | -8.3% | +19.4% | -27.6% | -19.2% |
| YTD | -4.9% | +30.7% | -35.6% | -20.3% |
| 1Y | -10.1% | +107.9% | -118.0% | -36.3% |
| 3Y | -2.3% | +136.1% | -138.4% | -39.1% |
| 5Y | -3.5% | +96.6% | -100.1% | -39.7% |
| 10Y | +74.6% | +535.0% | -460.4% | -37.2% |
| All | +74.6% | +503.2% | -428.6% | -37.2% |
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