+1,801.0%
SCHW vs AMKR
+331.6%
+1,469.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.5% | +4.3% | +1.6% |
| 7D | -2.8% | +5.5% | -8.3% | -4.1% |
| 30D | -0.1% | -8.6% | +8.6% | +1.3% |
| 3M | +20.6% | -28.7% | +49.3% | +25.4% |
| 6M | +15.9% | +13.3% | +2.7% | +5.7% |
| YTD | +8.5% | +26.1% | -17.6% | -5.0% |
| 1Y | +17.8% | +101.2% | -83.3% | -9.4% |
| 3Y | +88.5% | +127.7% | -39.2% | +33.2% |
| 5Y | +60.6% | +90.9% | -30.2% | +13.7% |
| 10Y | +298.0% | +512.5% | -214.5% | +87.5% |
| All | +1,801.0% | +331.6% | +1,469.4% | +365.5% |
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