+551.1%
SCHD vs AMKR
+1,024.4%
-473.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.5% | +3.3% | +0.2% |
| 7D | -3.1% | +5.5% | -8.6% | -3.8% |
| 30D | -0.8% | -8.6% | +7.8% | 0.0% |
| 3M | +6.2% | -28.7% | +34.9% | +8.9% |
| 6M | +11.8% | +13.3% | -1.5% | +5.8% |
| YTD | +26.0% | +26.1% | -0.1% | +16.1% |
| 1Y | +28.1% | +101.2% | -73.1% | +8.6% |
| 3Y | +54.6% | +127.7% | -73.2% | +23.6% |
| 5Y | +60.3% | +90.9% | -30.6% | +27.6% |
| 10Y | +242.1% | +512.5% | -270.4% | +108.3% |
| All | +551.1% | +1,024.4% | -473.3% | +230.6% |
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 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