+1,564.8%
QQQ vs AMKR
+453.7%
+1,111.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.6% |
| 7D | +1.0% | +8.9% | -7.9% | -1.0% |
| 30D | -0.6% | -2.7% | +2.1% | -0.5% |
| 3M | +1.3% | -27.5% | +28.8% | +6.2% |
| 6M | +18.1% | +19.4% | -1.3% | +9.2% |
| YTD | +16.9% | +30.7% | -13.8% | +4.6% |
| 1Y | +24.0% | +107.9% | -83.9% | -1.4% |
| 3Y | +95.6% | +136.1% | -40.5% | +45.8% |
| 5Y | +94.5% | +96.6% | -2.1% | +46.9% |
| 10Y | +571.7% | +535.0% | +36.7% | +249.2% |
| All | +1,564.8% | +453.7% | +1,111.1% | +410.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling