+57.9%
DIA vs AMKR
+64.2%
-6.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.9% | +0.5% |
| 7D | +2.1% | +10.0% | -7.9% | +0.8% |
| 30D | +1.5% | -19.4% | +20.9% | +3.7% |
| 3M | -2.4% | -37.4% | +34.9% | +2.5% |
| 6M | +6.0% | -51.5% | +57.4% | +13.1% |
| YTD | +10.1% | -8.1% | +18.2% | +4.6% |
| 1Y | +11.8% | +13.8% | -2.0% | +2.2% |
| 3Y | +59.7% | +59.4% | +0.3% | +29.0% |
| All | +57.9% | +64.2% | -6.3% | +19.0% |
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