+661.1%
BX vs AMKR
+547.1%
+113.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.4% | -2.0% | +1.3% |
| 7D | -5.6% | +8.3% | -13.9% | -7.7% |
| 30D | -12.2% | -6.8% | -5.5% | -11.2% |
| 3M | +7.4% | -31.9% | +39.3% | +14.9% |
| 6M | +22.2% | +18.4% | +3.8% | +8.0% |
| YTD | -14.0% | +31.7% | -45.7% | -27.6% |
| 1Y | -27.3% | +105.2% | -132.5% | -47.9% |
| 3Y | +24.5% | +147.7% | -123.2% | -20.1% |
| 5Y | +18.9% | +99.4% | -80.5% | -21.8% |
| All | +661.1% | +547.1% | +113.9% | +220.8% |
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