+327.2%
SMH vs AMKR
+96.3%
+230.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.4% | -3.0% | -0.8% |
| 7D | +0.3% | +8.3% | -8.0% | -3.8% |
| 30D | -2.8% | -6.8% | +4.0% | -0.1% |
| 3M | -6.7% | -31.9% | +25.2% | +8.6% |
| 6M | +41.8% | +18.4% | +23.4% | +21.0% |
| YTD | +57.9% | +31.7% | +26.2% | +23.9% |
| 1Y | +87.6% | +105.2% | -17.6% | +11.3% |
| 3Y | +282.9% | +147.7% | +135.2% | +88.6% |
| All | +327.2% | +96.3% | +230.9% | +118.2% |
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