+112.4%
C vs AMKR
+56.8%
+55.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.6% | -4.2% | +1.0% |
| 7D | -0.9% | -5.3% | +4.4% | 0.0% |
| 30D | -5.4% | -28.7% | +23.3% | +1.0% |
| 3M | -9.2% | -36.6% | +27.4% | -1.3% |
| 6M | -1.8% | -54.2% | +52.4% | +11.6% |
| YTD | +6.7% | -10.9% | +17.6% | +0.4% |
| 1Y | +23.5% | +1.3% | +22.2% | +12.0% |
| 3Y | +219.8% | +60.0% | +159.8% | +137.1% |
| 5Y | +112.4% | +59.3% | +53.2% | +48.5% |
| All | +112.4% | +56.8% | +55.6% | +48.5% |
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