+197.5%
EWT vs AMKR
+135.2%
+62.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.4% | -2.6% | +0.6% |
| 7D | -1.1% | +8.3% | -9.4% | -3.3% |
| 30D | +4.5% | -6.8% | +11.2% | +5.9% |
| 3M | +8.3% | -31.9% | +40.2% | +17.2% |
| 6M | +54.2% | +18.4% | +35.9% | +43.4% |
| YTD | +74.6% | +31.7% | +42.9% | +55.7% |
| 1Y | +84.9% | +105.2% | -20.3% | +43.7% |
| 3Y | +197.5% | +147.7% | +49.8% | +103.0% |
| All | +197.5% | +135.2% | +62.4% | +103.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling