+0.8%
SCHW vs AMKR
+0.7%
+0.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -5.2% | +9.8% | +4.5% |
| 7D | +5.2% | -15.5% | +20.7% | +5.0% |
| 30D | -4.7% | -34.7% | +30.0% | -5.3% |
| 3M | -11.9% | -36.1% | +24.1% | -12.4% |
| 6M | +2.7% | -49.6% | +52.3% | +1.6% |
| YTD | -5.6% | -9.2% | +3.6% | -13.2% |
| 1Y | +0.8% | +1.9% | -1.1% | -9.8% |
| All | +0.8% | +0.7% | +0.1% | -9.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling