+4.6%
EXC vs AMKR
+7.8%
-3.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.7% | +4.1% | +1.2% |
| 7D | +1.4% | +10.0% | -8.6% | +2.1% |
| 30D | +8.6% | -19.4% | +28.0% | +7.4% |
| 3M | +2.4% | -37.4% | +39.7% | 0.0% |
| 6M | +6.5% | -51.5% | +57.9% | +3.0% |
| YTD | +9.0% | -8.1% | +17.1% | +9.8% |
| 1Y | +4.6% | +13.8% | -9.2% | +8.2% |
| All | +4.6% | +7.8% | -3.3% | +8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling