-20.6%
C vs AMKR
+232.0%
-252.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +10.5% | -8.9% | -0.8% |
| 7D | -0.4% | +6.8% | -7.3% | -2.2% |
| 30D | -5.3% | -20.8% | +15.5% | -1.1% |
| 3M | -8.0% | -29.7% | +21.7% | -2.2% |
| 6M | -0.3% | -50.2% | +49.9% | +11.4% |
| YTD | +8.6% | -3.0% | +11.7% | +2.4% |
| 1Y | +25.8% | +12.0% | +13.8% | +14.4% |
| 3Y | +221.2% | +67.0% | +154.2% | +154.4% |
| 5Y | +113.6% | +76.5% | +37.0% | +61.2% |
| 10Y | +218.3% | +257.3% | -38.9% | +87.2% |
| All | -20.6% | +232.0% | -252.6% | -71.3% |
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