+196.7%
EXC vs AMKR
+236.0%
-39.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.7% | +4.1% | +1.5% |
| 7D | +1.4% | +10.0% | -8.6% | +0.7% |
| 30D | +8.6% | -19.4% | +28.0% | +9.8% |
| 3M | +2.4% | -37.4% | +39.7% | +5.1% |
| 6M | +6.5% | -51.5% | +57.9% | +10.2% |
| YTD | +9.0% | -8.1% | +17.1% | +5.4% |
| 1Y | +4.6% | +13.8% | -9.2% | -1.4% |
| 3Y | +33.5% | +59.4% | -25.9% | +16.2% |
| 5Y | +41.4% | +65.9% | -24.5% | +17.9% |
| All | +196.7% | +236.0% | -39.3% | +99.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling