-27.1%
RKT vs AMKR
+305.7%
-332.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.4% | -4.5% | -1.0% |
| 7D | -6.3% | +8.3% | -14.5% | -8.0% |
| 30D | -6.2% | -6.8% | +0.6% | -5.1% |
| 3M | -1.9% | -31.9% | +30.1% | +3.7% |
| 6M | -13.0% | +18.4% | -31.4% | -20.2% |
| YTD | -31.9% | +31.7% | -63.6% | -39.9% |
| 1Y | -37.6% | +105.2% | -142.8% | -51.2% |
| 3Y | +36.8% | +147.7% | -110.9% | -2.5% |
| 5Y | -9.7% | +99.4% | -109.1% | -37.5% |
| All | -27.1% | +305.7% | -332.8% | -56.3% |
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