+131.6%
C vs AMKR
+93.2%
+38.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.2% | -6.9% | -2.1% |
| 7D | +3.2% | +11.1% | -7.9% | +0.7% |
| 30D | +1.3% | -8.1% | +9.4% | +2.7% |
| 3M | +3.1% | -25.6% | +28.7% | +6.9% |
| 6M | +29.6% | +22.5% | +7.1% | +16.7% |
| YTD | +19.0% | +29.1% | -10.1% | +4.6% |
| 1Y | +45.6% | +105.7% | -60.0% | +11.9% |
| 3Y | +269.3% | +133.2% | +136.1% | +156.2% |
| 5Y | +131.6% | +98.5% | +33.0% | +59.5% |
| All | +131.6% | +93.2% | +38.4% | +59.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling