+1,033.9%
FLEX vs AMKR
+519.6%
+514.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.5% | -0.6% | -2.5% |
| 7D | +0.1% | +5.5% | -5.4% | -2.3% |
| 30D | -11.8% | -8.6% | -3.1% | -8.2% |
| 3M | -22.6% | -28.7% | +6.1% | -11.7% |
| 6M | +77.3% | +13.3% | +64.1% | +63.7% |
| YTD | +78.8% | +26.1% | +52.7% | +54.6% |
| 1Y | +86.1% | +101.2% | -15.1% | +28.8% |
| 3Y | +446.2% | +127.7% | +318.5% | +239.5% |
| 5Y | +689.7% | +90.9% | +598.8% | +394.2% |
| All | +1,033.9% | +519.6% | +514.3% | +268.6% |
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