+73.1%
BAC vs AMKR
+101.8%
-28.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | +0.2% |
| 7D | +0.6% | +8.9% | -8.2% | -0.8% |
| 30D | -1.4% | -2.7% | +1.3% | -1.4% |
| 3M | +15.7% | -27.5% | +43.2% | +19.2% |
| 6M | +32.2% | +19.4% | +12.8% | +21.3% |
| YTD | +15.8% | +30.7% | -14.9% | +2.9% |
| 1Y | +27.3% | +107.9% | -80.6% | +0.5% |
| 3Y | +137.5% | +136.1% | +1.3% | +69.9% |
| 5Y | +73.1% | +96.6% | -23.6% | +23.5% |
| All | +73.1% | +101.8% | -28.8% | +23.5% |
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