+5,425.8%
FIX vs AMKR
+186.0%
+5,239.8%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +7.6% | -2.2% | +3.9% |
| 7D | -17.5% | -16.9% | -0.5% | -14.1% |
| 30D | -41.6% | -37.2% | -4.4% | -35.7% |
| 3M | -40.6% | -39.3% | -1.3% | -34.3% |
| 6M | -49.4% | -57.4% | +8.0% | -40.5% |
| YTD | +9.2% | -16.5% | +25.6% | +12.2% |
| 1Y | +6.5% | -6.0% | +12.4% | +6.8% |
| 3Y | +448.7% | +46.2% | +402.6% | +401.2% |
| 5Y | +948.7% | +49.3% | +899.4% | +832.5% |
| 10Y | +3,659.7% | +239.3% | +3,420.4% | +2,644.8% |
| All | +5,425.8% | +186.0% | +5,239.8% | +2,872.5% |
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