+72.5%
SMR vs AMKR
+125.2%
-52.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.5% | -2.0% | -3.5% |
| 7D | +4.7% | +5.5% | -0.8% | +1.9% |
| 30D | +3.2% | -8.6% | +11.9% | +7.9% |
| 3M | +9.9% | -28.7% | +38.6% | +26.5% |
| 6M | -15.1% | +13.3% | -28.4% | -29.6% |
| YTD | -27.9% | +26.1% | -54.0% | -45.2% |
| 1Y | -70.2% | +101.2% | -171.4% | -83.8% |
| All | +72.5% | +125.2% | -52.7% | -32.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling