+195.6%
EQT vs AMKR
+88.0%
+107.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.5% | +4.1% | +1.1% |
| 7D | -1.2% | +5.5% | -6.7% | -2.0% |
| 30D | +1.1% | -8.6% | +9.7% | +2.0% |
| 3M | +4.8% | -28.7% | +33.5% | +7.9% |
| 6M | -10.6% | +13.3% | -23.9% | -17.1% |
| YTD | +3.4% | +26.1% | -22.6% | -7.4% |
| 1Y | +8.7% | +101.2% | -92.5% | -13.1% |
| 3Y | +35.0% | +127.7% | -92.8% | -2.4% |
| All | +195.6% | +88.0% | +107.6% | +118.5% |
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