+291.5%
C vs AMKR
+519.6%
-228.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.5% | +4.1% | +1.4% |
| 7D | +0.3% | +5.5% | -5.3% | -1.3% |
| 30D | +2.0% | -8.6% | +10.6% | +3.8% |
| 3M | +4.4% | -28.7% | +33.1% | +10.2% |
| 6M | +28.3% | +13.3% | +15.1% | +16.6% |
| YTD | +20.5% | +26.1% | -5.6% | +4.8% |
| 1Y | +45.5% | +101.2% | -55.6% | +8.5% |
| 3Y | +274.0% | +127.7% | +146.3% | +152.2% |
| 5Y | +136.1% | +90.9% | +45.3% | +58.5% |
| All | +291.5% | +519.6% | -228.1% | +56.8% |
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