+238.6%
SCHD vs AMKR
+547.1%
-308.5%
-33.4%
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% | -0.2% |
| 7D | -2.0% | +8.3% | -10.2% | -3.1% |
| 30D | -0.4% | -6.8% | +6.4% | +0.2% |
| 3M | +5.7% | -31.9% | +37.7% | +9.4% |
| 6M | +11.9% | +18.4% | -6.5% | +4.6% |
| YTD | +26.4% | +31.7% | -5.2% | +15.0% |
| 1Y | +27.6% | +105.2% | -77.6% | +6.3% |
| 3Y | +54.9% | +147.7% | -92.8% | +19.3% |
| 5Y | +60.9% | +99.4% | -38.4% | +24.0% |
| All | +238.6% | +547.1% | -308.5% | +87.6% |
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