+597.0%
SE vs AMKR
+413.5%
+183.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.2% | -5.1% | -0.9% |
| 7D | +0.6% | +11.1% | -10.5% | -2.9% |
| 30D | -0.1% | -8.1% | +8.0% | +1.8% |
| 3M | +34.1% | -25.6% | +59.7% | +39.4% |
| 6M | +23.2% | +22.5% | +0.7% | +3.4% |
| YTD | -11.2% | +29.1% | -40.3% | -27.9% |
| 1Y | -40.5% | +105.7% | -146.2% | -60.8% |
| 3Y | +196.3% | +133.2% | +63.1% | +69.2% |
| 5Y | -67.0% | +98.5% | -165.6% | -80.4% |
| All | +597.0% | +413.5% | +183.4% | +171.2% |
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 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