+906.0%
EMR vs AMKR
+342.0%
+564.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.2% | -6.6% | -1.4% |
| 7D | +3.1% | +11.1% | -8.1% | +1.4% |
| 30D | -3.5% | -8.1% | +4.5% | -2.6% |
| 3M | +9.8% | -25.6% | +35.4% | +12.8% |
| 6M | +10.8% | +22.5% | -11.7% | +4.9% |
| YTD | +15.9% | +29.1% | -13.2% | +8.2% |
| 1Y | +16.4% | +105.7% | -89.3% | +0.5% |
| 3Y | +62.1% | +133.2% | -71.1% | +34.4% |
| 5Y | +62.9% | +98.5% | -35.6% | +35.1% |
| 10Y | +267.8% | +490.6% | -222.9% | +148.3% |
| All | +906.0% | +342.0% | +564.1% | +440.3% |
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