+231.1%
GM vs AMKR
+547.1%
-316.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.4% | -5.0% | -1.8% |
| 7D | -2.4% | +8.3% | -10.7% | -4.7% |
| 30D | -1.1% | -6.8% | +5.7% | -0.1% |
| 3M | +6.1% | -31.9% | +38.1% | +13.1% |
| 6M | +15.0% | +18.4% | -3.4% | +1.7% |
| YTD | +6.0% | +31.7% | -25.7% | -11.1% |
| 1Y | +47.1% | +105.2% | -58.1% | +4.8% |
| 3Y | +170.5% | +147.7% | +22.7% | +66.9% |
| 5Y | +80.5% | +99.4% | -18.9% | +13.9% |
| All | +231.1% | +547.1% | -316.0% | +20.3% |
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