-35.5%
DOW vs AMKR
+88.0%
-123.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.5% | +4.4% | +1.4% |
| 7D | -2.4% | +5.5% | -7.9% | -3.3% |
| 30D | -4.1% | -8.6% | +4.5% | -3.0% |
| 3M | -12.4% | -28.7% | +16.3% | -9.7% |
| 6M | -10.6% | +13.3% | -23.9% | -18.8% |
| YTD | +31.1% | +26.1% | +5.0% | +14.2% |
| 1Y | +30.5% | +101.2% | -70.7% | -0.7% |
| 3Y | -34.4% | +127.7% | -162.1% | -54.9% |
| 5Y | -35.5% | +90.9% | -126.4% | -56.1% |
| All | -35.5% | +88.0% | -123.5% | -56.1% |
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