+272.5%
PM vs AMKR
+236.0%
+36.5%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +3.9% | +1.3% |
| 7D | +0.5% | +10.0% | -9.5% | -0.1% |
| 30D | -3.2% | -19.4% | +16.2% | -2.3% |
| 3M | +6.2% | -37.4% | +43.6% | +8.6% |
| 6M | +7.7% | -51.5% | +59.1% | +10.8% |
| YTD | +27.3% | -8.1% | +35.4% | +22.7% |
| 1Y | +32.8% | +13.8% | +19.0% | +25.2% |
| 3Y | +150.0% | +59.4% | +90.6% | +118.7% |
| 5Y | +164.2% | +65.9% | +98.4% | +123.0% |
| All | +272.5% | +236.0% | +36.5% | +156.5% |
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