+154.8%
SO vs AMKR
+519.6%
-364.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.9% | -0.5% |
| 7D | -1.1% | +5.5% | -6.7% | -1.3% |
| 30D | -3.7% | -8.6% | +4.9% | -3.5% |
| 3M | -5.9% | -28.7% | +22.8% | -5.3% |
| 6M | -7.3% | +13.3% | -20.6% | -8.9% |
| YTD | +3.1% | +26.1% | -23.0% | +0.5% |
| 1Y | -1.0% | +101.2% | -102.2% | -6.3% |
| 3Y | +43.2% | +127.7% | -84.5% | +31.7% |
| 5Y | +59.1% | +90.9% | -31.8% | +45.4% |
| All | +154.8% | +519.6% | -364.8% | +103.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling