+950.6%
BX vs AMKR
+269.5%
+681.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.2% | -7.8% | -3.6% |
| 7D | -2.0% | +11.1% | -13.1% | -5.4% |
| 30D | -2.3% | -8.1% | +5.8% | -0.6% |
| 3M | +18.5% | -25.6% | +44.1% | +24.1% |
| 6M | +23.7% | +22.5% | +1.2% | +6.2% |
| YTD | -10.4% | +29.1% | -39.5% | -25.7% |
| 1Y | -19.6% | +105.7% | -125.3% | -44.8% |
| 3Y | +30.8% | +133.2% | -102.4% | -18.7% |
| 5Y | +24.3% | +98.5% | -74.2% | -21.4% |
| 10Y | +679.5% | +490.6% | +188.8% | +173.5% |
| All | +950.6% | +269.5% | +681.1% | +114.0% |
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