+378.1%
PSX vs AMKR
+547.1%
-169.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.4% | -4.1% | -0.5% |
| 7D | +1.7% | +8.3% | -6.6% | +0.1% |
| 30D | +15.6% | -6.8% | +22.4% | +16.6% |
| 3M | +46.5% | -31.9% | +78.4% | +53.7% |
| 6M | +55.0% | +18.4% | +36.7% | +40.5% |
| YTD | +105.3% | +31.7% | +73.6% | +78.8% |
| 1Y | +101.6% | +105.2% | -3.6% | +55.5% |
| 3Y | +134.1% | +147.7% | -13.6% | +62.0% |
| 5Y | +368.7% | +99.4% | +269.3% | +222.6% |
| All | +378.1% | +547.1% | -169.0% | +102.0% |
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