+15.4%
SOFI vs AMKR
+96.3%
-80.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.4% | -3.8% | -1.4% |
| 7D | -4.9% | +8.3% | -13.2% | -8.6% |
| 30D | -3.5% | -6.8% | +3.3% | -1.2% |
| 3M | +3.9% | -31.9% | +35.8% | +17.2% |
| 6M | -6.5% | +18.4% | -24.9% | -24.8% |
| YTD | -33.8% | +31.7% | -65.5% | -51.6% |
| 1Y | -33.3% | +105.2% | -138.5% | -63.5% |
| 3Y | +94.6% | +147.7% | -53.1% | -15.4% |
| All | +15.4% | +96.3% | -80.9% | -43.2% |
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