+3,644.4%
FIX vs AMKR
+227.2%
+3,417.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.9% | -0.1% |
| 7D | -13.9% | -8.4% | -5.6% | -10.7% |
| 30D | -35.5% | -29.8% | -5.7% | -26.2% |
| 3M | -33.9% | -34.7% | +0.7% | -22.8% |
| 6M | -43.3% | -54.9% | +11.6% | -25.8% |
| YTD | +18.7% | -12.3% | +30.9% | +20.4% |
| 1Y | +13.8% | -1.4% | +15.2% | +10.2% |
| 3Y | +495.0% | +51.1% | +443.9% | +378.3% |
| 5Y | +1,049.0% | +62.6% | +986.5% | +751.8% |
| 10Y | +3,644.4% | +233.1% | +3,411.4% | +1,748.7% |
| All | +3,644.4% | +227.2% | +3,417.2% | +1,748.7% |
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