+54.7%
F vs AMKR
+316.3%
-261.5%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +1.2% |
| 7D | +5.3% | 0.0% | +5.4% | +5.3% |
| 30D | +4.6% | -11.1% | +15.7% | +6.3% |
| 3M | -3.7% | -35.2% | +31.5% | +1.2% |
| 6M | +16.8% | +4.9% | +11.9% | +11.6% |
| YTD | +15.3% | +21.6% | -6.3% | +6.5% |
| 1Y | +31.0% | +98.0% | -67.0% | +10.0% |
| 3Y | +45.4% | +77.8% | -32.4% | +20.5% |
| 5Y | +54.7% | +79.9% | -25.2% | +26.2% |
| 10Y | +98.2% | +456.9% | -358.7% | +25.6% |
| All | +54.7% | +316.3% | -261.5% | -35.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling