+1,008.9%
BE vs AMKR
+522.9%
+486.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +6.2% | +3.5% | +6.1% |
| 7D | +29.8% | +11.1% | +18.7% | +22.4% |
| 30D | +26.4% | -8.1% | +34.5% | +32.0% |
| 3M | +9.3% | -25.6% | +34.9% | +28.7% |
| 6M | +105.1% | +22.5% | +82.6% | +80.6% |
| YTD | +219.0% | +29.1% | +189.9% | +171.9% |
| 1Y | +418.8% | +105.7% | +313.1% | +244.7% |
| 3Y | +1,784.6% | +133.2% | +1,651.4% | +988.9% |
| 5Y | +1,251.0% | +98.5% | +1,152.4% | +714.3% |
| All | +1,008.9% | +522.9% | +486.0% | +245.9% |
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 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