+5,945.7%
FIX vs AMKR
+205.0%
+5,740.7%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +6.6% | +2.8% | +8.1% |
| 7D | -7.2% | -5.3% | -1.9% | -5.9% |
| 30D | -35.1% | -28.7% | -6.4% | -30.3% |
| 3M | -34.3% | -36.6% | +2.3% | -27.9% |
| 6M | -42.9% | -54.2% | +11.2% | -33.8% |
| YTD | +19.5% | -10.9% | +30.4% | +21.3% |
| 1Y | +16.8% | +1.3% | +15.4% | +15.5% |
| 3Y | +506.7% | +60.0% | +446.7% | +444.8% |
| 5Y | +1,046.7% | +59.3% | +987.4% | +907.1% |
| 10Y | +3,800.0% | +237.3% | +3,562.7% | +2,742.3% |
| All | +5,945.7% | +205.0% | +5,740.7% | +3,112.0% |
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