+2,105.4%
FIX vs AMKR
+79.9%
+2,025.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.8% | +0.1% | +1.2% |
| 7D | +6.0% | 0.0% | +6.1% | +6.0% |
| 30D | -7.2% | -11.1% | +3.9% | -3.0% |
| 3M | -15.9% | -35.2% | +19.3% | -2.3% |
| 6M | +12.7% | +4.9% | +7.9% | +6.9% |
| YTD | +72.8% | +21.6% | +51.2% | +53.1% |
| 1Y | +122.9% | +98.0% | +24.9% | +61.5% |
| 3Y | +774.3% | +77.8% | +696.5% | +529.4% |
| All | +2,105.4% | +79.9% | +2,025.6% | +1,332.4% |
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