+5.2%
LOW vs AMKR
+96.3%
-91.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.4% | -4.3% | -0.4% |
| 7D | -3.7% | +8.3% | -12.0% | -4.7% |
| 30D | -8.9% | -6.8% | -2.1% | -8.4% |
| 3M | -10.4% | -31.9% | +21.5% | -7.4% |
| 6M | -19.4% | +18.4% | -37.8% | -25.1% |
| YTD | -17.1% | +31.7% | -48.8% | -25.3% |
| 1Y | -26.3% | +105.2% | -131.5% | -39.9% |
| 3Y | -9.9% | +147.7% | -157.6% | -34.0% |
| All | +5.2% | +96.3% | -91.1% | -23.3% |
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 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