+1,984.8%
SO vs AMKR
+214.7%
+1,770.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +3.9% | +1.3% |
| 7D | +1.4% | +10.0% | -8.7% | +1.1% |
| 30D | +4.7% | -19.4% | +24.1% | +5.1% |
| 3M | +1.7% | -37.4% | +39.1% | +2.5% |
| 6M | +2.2% | -51.5% | +53.6% | +3.2% |
| YTD | +10.0% | -8.1% | +18.1% | +9.2% |
| 1Y | +6.0% | +13.8% | -7.8% | +4.7% |
| 3Y | +54.1% | +59.4% | -5.3% | +49.6% |
| 5Y | +79.6% | +65.9% | +13.8% | +73.1% |
| 10Y | +195.5% | +238.6% | -43.1% | +175.2% |
| All | +1,984.8% | +214.7% | +1,770.2% | +1,795.2% |
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