+138.9%
GLD vs AMKR
+93.2%
+45.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.2% | -7.9% | -2.0% |
| 7D | +0.7% | +11.1% | -10.4% | +0.3% |
| 30D | +0.3% | -8.1% | +8.4% | +0.6% |
| 3M | +0.6% | -25.6% | +26.2% | +1.4% |
| 6M | -15.6% | +22.5% | -38.1% | -16.5% |
| YTD | +0.9% | +29.1% | -28.2% | -0.4% |
| 1Y | +19.4% | +105.7% | -86.3% | +16.8% |
| 3Y | +124.5% | +133.2% | -8.8% | +118.9% |
| 5Y | +138.9% | +98.5% | +40.4% | +130.8% |
| All | +138.9% | +93.2% | +45.8% | +130.8% |
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