+69.4%
EMR vs AMKR
+96.3%
-26.9%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.4% | -1.9% | +1.6% |
| 7D | -0.4% | +8.3% | -8.7% | -2.3% |
| 30D | -6.8% | -6.8% | 0.0% | -5.7% |
| 3M | +7.5% | -31.9% | +39.4% | +14.5% |
| 6M | +9.9% | +18.4% | -8.5% | +0.4% |
| YTD | +16.0% | +31.7% | -15.7% | +1.9% |
| 1Y | +12.4% | +105.2% | -92.8% | -13.2% |
| 3Y | +60.2% | +147.7% | -87.5% | +10.9% |
| All | +69.4% | +96.3% | -26.9% | +19.5% |
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 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