+121.9%
KRE vs AMKR
+547.1%
-425.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.4% | -4.3% | -1.0% |
| 7D | -1.8% | +8.3% | -10.1% | -3.9% |
| 30D | -4.5% | -6.8% | +2.3% | -3.4% |
| 3M | +2.7% | -31.9% | +34.7% | +9.1% |
| 6M | +16.9% | +18.4% | -1.5% | +4.2% |
| YTD | +15.4% | +31.7% | -16.3% | -1.8% |
| 1Y | +16.1% | +105.2% | -89.2% | -14.7% |
| 3Y | +85.7% | +147.7% | -62.0% | +21.6% |
| 5Y | +33.3% | +99.4% | -66.1% | -11.5% |
| All | +121.9% | +547.1% | -425.2% | -7.5% |
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 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