-12.4%
C vs AMKR
+316.3%
-328.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.7% |
| 7D | +3.6% | 0.0% | +3.7% | +3.6% |
| 30D | +0.1% | -11.1% | +11.2% | +2.2% |
| 3M | +2.4% | -35.2% | +37.6% | +9.5% |
| 6M | +24.9% | +4.9% | +20.1% | +18.3% |
| YTD | +19.8% | +21.6% | -1.8% | +8.8% |
| 1Y | +44.9% | +98.0% | -53.2% | +16.2% |
| 3Y | +263.0% | +77.8% | +185.1% | +186.0% |
| 5Y | +129.5% | +79.9% | +49.6% | +74.2% |
| 10Y | +291.6% | +456.9% | -165.3% | +111.2% |
| All | -12.4% | +316.3% | -328.7% | -69.5% |
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 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