+155.1%
NEM vs AMKR
+96.3%
+58.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.4% | -3.9% | 0.0% |
| 7D | -1.0% | +8.3% | -9.3% | -2.1% |
| 30D | +7.8% | -6.8% | +14.6% | +8.5% |
| 3M | +30.2% | -31.9% | +62.2% | +34.9% |
| 6M | +9.6% | +18.4% | -8.8% | +6.2% |
| YTD | +27.8% | +31.7% | -3.8% | +22.4% |
| 1Y | +60.7% | +105.2% | -44.5% | +47.5% |
| 3Y | +245.3% | +147.7% | +97.5% | +208.6% |
| All | +155.1% | +96.3% | +58.8% | +126.5% |
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 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