-0.3%
BA vs AMKR
+93.2%
-93.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.2% | -6.9% | -2.0% |
| 7D | +2.5% | +11.1% | -8.7% | +0.2% |
| 30D | -10.1% | -8.1% | -2.0% | -9.0% |
| 3M | -2.4% | -25.6% | +23.2% | +0.4% |
| 6M | -8.8% | +22.5% | -31.3% | -18.6% |
| YTD | -2.9% | +29.1% | -32.0% | -16.2% |
| 1Y | -8.8% | +105.7% | -114.4% | -31.9% |
| 3Y | -0.3% | +133.2% | -133.5% | -35.3% |
| 5Y | -0.3% | +98.5% | -98.8% | -37.9% |
| All | -0.3% | +93.2% | -93.5% | -37.9% |
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