-66.3%
SE vs AMKR
+101.8%
-168.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.2% | -5.3% | -4.5% |
| 7D | -3.6% | +8.9% | -12.5% | -6.5% |
| 30D | -5.3% | -2.7% | -2.6% | -5.2% |
| 3M | +28.1% | -27.5% | +55.5% | +34.6% |
| 6M | +20.7% | +19.4% | +1.3% | -1.5% |
| YTD | -14.8% | +30.7% | -45.5% | -34.5% |
| 1Y | -43.6% | +107.9% | -151.5% | -66.7% |
| 3Y | +184.2% | +136.1% | +48.1% | +28.1% |
| 5Y | -66.3% | +96.6% | -162.9% | -85.2% |
| All | -66.3% | +101.8% | -168.1% | -85.2% |
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