+550.2%
BA vs AMKR
+316.3%
+234.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -0.9% | +0.6% |
| 7D | +1.2% | 0.0% | +1.2% | +1.2% |
| 30D | -11.6% | -11.1% | -0.5% | -10.4% |
| 3M | -2.4% | -35.2% | +32.8% | +1.7% |
| 6M | -6.6% | +4.9% | -11.5% | -10.1% |
| YTD | -2.2% | +21.6% | -23.8% | -8.5% |
| 1Y | -8.0% | +98.0% | -106.1% | -20.5% |
| 3Y | -5.0% | +77.8% | -82.8% | -19.0% |
| 5Y | -2.7% | +79.9% | -82.6% | -18.4% |
| 10Y | +75.9% | +456.9% | -381.0% | +22.8% |
| All | +550.2% | +316.3% | +234.0% | +252.3% |
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