+1,003.0%
BE vs AMKR
+535.3%
+467.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +4.4% | +2.2% | +4.1% |
| 7D | +9.0% | +8.3% | +0.8% | +4.4% |
| 30D | +16.3% | -6.8% | +23.0% | +20.4% |
| 3M | +10.8% | -31.9% | +42.7% | +37.0% |
| 6M | +73.2% | +18.4% | +54.8% | +55.2% |
| YTD | +217.4% | +31.7% | +185.7% | +167.6% |
| 1Y | +309.8% | +105.2% | +204.6% | +172.4% |
| 3Y | +1,726.2% | +147.7% | +1,578.4% | +922.2% |
| 5Y | +1,306.2% | +99.4% | +1,206.8% | +745.3% |
| All | +1,003.0% | +535.3% | +467.7% | +240.4% |
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