+75.8%
GM vs AMKR
+96.3%
-20.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.4% | -5.0% | -1.5% |
| 7D | -2.4% | +8.3% | -10.7% | -4.2% |
| 30D | -1.1% | -6.8% | +5.7% | -0.3% |
| 3M | +6.1% | -31.9% | +38.1% | +12.1% |
| 6M | +15.0% | +18.4% | -3.4% | +3.2% |
| YTD | +6.0% | +31.7% | -25.7% | -9.3% |
| 1Y | +47.1% | +105.2% | -58.1% | +8.1% |
| 3Y | +170.5% | +147.7% | +22.7% | +67.3% |
| All | +75.8% | +96.3% | -20.5% | +9.1% |
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