+5,993.3%
FIX vs AMKR
+494.5%
+5,498.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.2% | -3.8% | +0.1% |
| 7D | +6.1% | +11.1% | -5.1% | +2.0% |
| 30D | -2.7% | -8.1% | +5.4% | +0.1% |
| 3M | -10.9% | -25.6% | +14.6% | -2.7% |
| 6M | +29.0% | +22.5% | +6.5% | +16.7% |
| YTD | +76.9% | +29.1% | +47.8% | +55.7% |
| 1Y | +130.7% | +105.7% | +25.1% | +70.8% |
| 3Y | +790.7% | +133.2% | +657.5% | +512.7% |
| 5Y | +2,185.6% | +98.5% | +2,087.0% | +1,460.5% |
| 10Y | +5,993.3% | +490.6% | +5,502.7% | +2,584.7% |
| All | +5,993.3% | +494.5% | +5,498.8% | +2,584.7% |
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 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