+59.5%
SCHW vs AMKR
+96.3%
-36.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.4% | -4.5% | -0.7% |
| 7D | -1.9% | +8.3% | -10.2% | -3.0% |
| 30D | -1.6% | -6.8% | +5.1% | -1.1% |
| 3M | +21.3% | -31.9% | +53.2% | +25.4% |
| 6M | +16.5% | +18.4% | -1.9% | +7.2% |
| YTD | +8.4% | +31.7% | -23.3% | -3.6% |
| 1Y | +15.6% | +105.2% | -89.6% | -7.8% |
| 3Y | +86.8% | +147.7% | -60.9% | +31.2% |
| All | +59.5% | +96.3% | -36.8% | +17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling