+21.3%
EXC vs AMKR
+130.1%
-108.8%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.2% | -5.5% | +1.0% |
| 7D | +1.2% | +11.1% | -9.9% | +1.8% |
| 30D | -2.7% | -8.1% | +5.3% | -3.0% |
| 3M | -1.0% | -25.6% | +24.6% | -1.8% |
| 6M | -9.3% | +22.5% | -31.8% | -7.6% |
| YTD | +3.6% | +29.1% | -25.5% | +5.7% |
| 1Y | +5.9% | +105.7% | -99.8% | +10.4% |
| 3Y | +21.3% | +133.2% | -111.9% | +13.3% |
| All | +21.3% | +130.1% | -108.8% | +13.3% |
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 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