+21.5%
BX vs AMKR
+125.2%
-103.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.5% | +0.7% | -2.1% |
| 7D | -8.9% | +5.5% | -14.4% | -10.0% |
| 30D | -14.8% | -8.6% | -6.2% | -13.7% |
| 3M | +6.9% | -28.7% | +35.6% | +11.6% |
| 6M | +16.3% | +13.3% | +3.0% | +3.7% |
| YTD | -16.1% | +26.1% | -42.2% | -28.8% |
| 1Y | -26.8% | +101.2% | -128.0% | -48.5% |
| All | +21.5% | +125.2% | -103.6% | -36.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling