-12.1%
DOW vs AMKR
+540.4%
-552.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.4% | -6.5% | -3.1% |
| 7D | -1.4% | +8.3% | -9.7% | -3.3% |
| 30D | -3.9% | -6.8% | +2.8% | -3.0% |
| 3M | -12.7% | -31.9% | +19.3% | -7.8% |
| 6M | -13.7% | +18.4% | -32.0% | -23.7% |
| YTD | +28.4% | +31.7% | -3.3% | +8.3% |
| 1Y | +21.8% | +105.2% | -83.5% | -11.3% |
| 3Y | -35.7% | +147.7% | -183.4% | -58.4% |
| 5Y | -36.8% | +99.4% | -136.2% | -59.0% |
| All | -12.1% | +540.4% | -552.5% | -68.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling