+211.0%
RSP vs AMKR
+236.0%
-25.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.9% | +0.7% |
| 7D | +2.4% | +10.0% | -7.7% | +0.5% |
| 30D | +4.3% | -19.4% | +23.7% | +7.5% |
| 3M | -0.3% | -37.4% | +37.0% | +6.8% |
| 6M | +9.8% | -51.5% | +61.3% | +20.1% |
| YTD | +16.8% | -8.1% | +24.9% | +9.8% |
| 1Y | +19.5% | +13.8% | +5.7% | +6.9% |
| 3Y | +65.1% | +59.4% | +5.8% | +29.4% |
| 5Y | +48.7% | +65.9% | -17.2% | +10.8% |
| All | +211.0% | +236.0% | -25.0% | +69.4% |
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