+438.6%
PWR vs AMKR
+88.0%
+350.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.5% | +2.2% | -0.2% |
| 7D | -0.2% | +5.5% | -5.7% | -2.0% |
| 30D | -7.7% | -8.6% | +0.9% | -5.4% |
| 3M | -4.9% | -28.7% | +23.8% | +3.2% |
| 6M | +9.7% | +13.3% | -3.5% | +1.2% |
| YTD | +46.7% | +26.1% | +20.6% | +28.8% |
| 1Y | +58.7% | +101.2% | -42.5% | +18.0% |
| 3Y | +200.7% | +127.7% | +73.0% | +103.8% |
| 5Y | +438.6% | +90.9% | +347.7% | +241.0% |
| All | +438.6% | +88.0% | +350.5% | +241.0% |
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 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