+3,553.2%
FIX vs AMKR
+236.0%
+3,317.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.7% | +1.3% | -0.3% |
| 7D | +9.4% | +10.0% | -0.6% | +5.6% |
| 30D | -27.8% | -19.4% | -8.3% | -21.6% |
| 3M | -35.6% | -37.4% | +1.8% | -23.6% |
| 6M | -45.2% | -51.5% | +6.2% | -30.3% |
| YTD | +19.5% | -8.1% | +27.6% | +19.0% |
| 1Y | +24.2% | +13.8% | +10.4% | +14.1% |
| 3Y | +494.2% | +59.4% | +434.8% | +367.9% |
| 5Y | +1,036.1% | +65.9% | +970.3% | +734.0% |
| All | +3,553.2% | +236.0% | +3,317.2% | +1,673.8% |
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