+53.9%
F vs AMKR
+79.9%
-25.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +1.0% |
| 7D | +5.3% | 0.0% | +5.4% | +5.3% |
| 30D | +4.6% | -11.1% | +15.7% | +6.9% |
| 3M | -3.7% | -35.2% | +31.5% | +3.4% |
| 6M | +16.8% | +4.9% | +11.9% | +6.9% |
| YTD | +15.3% | +21.6% | -6.3% | -1.0% |
| 1Y | +31.0% | +98.0% | -67.0% | -6.4% |
| 3Y | +45.4% | +77.8% | -32.4% | -2.4% |
| All | +53.9% | +79.9% | -25.9% | -9.7% |
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