-40.8%
SOFI vs AMKR
+0.7%
-41.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -5.2% | +8.8% | +5.0% |
| 7D | +1.4% | -15.5% | +16.9% | +5.7% |
| 30D | +9.2% | -34.7% | +43.9% | +20.7% |
| 3M | -7.1% | -36.1% | +29.0% | +2.5% |
| 6M | +7.3% | -49.6% | +56.9% | +19.4% |
| YTD | -33.6% | -9.2% | -24.4% | -43.1% |
| 1Y | -40.8% | +1.9% | -42.7% | -55.6% |
| All | -40.8% | +0.7% | -41.5% | -55.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling