+26.6%
BA vs AMKR
+227.2%
-200.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +1.0% |
| 7D | 0.0% | -8.4% | +8.4% | +1.9% |
| 30D | -8.9% | -29.8% | +20.9% | -1.3% |
| 3M | -25.5% | -34.7% | +9.2% | -18.6% |
| 6M | -27.0% | -54.9% | +27.9% | -15.3% |
| YTD | -20.1% | -12.3% | -7.9% | -27.0% |
| 1Y | -11.0% | -1.4% | -9.6% | -22.2% |
| 3Y | -11.8% | +51.1% | -62.9% | -39.1% |
| 5Y | -20.6% | +62.6% | -83.2% | -49.6% |
| 10Y | +26.6% | +233.1% | -206.4% | -49.0% |
| All | +26.6% | +227.2% | -200.6% | -49.0% |
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 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