+42.0%
SOFI vs AMKR
+266.5%
-224.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +16.9% |
| 6M | -6.5% | +18.4% | -24.9% | -23.8% |
| YTD | -33.8% | +31.7% | -65.5% | -50.6% |
| 1Y | -33.3% | +105.2% | -138.5% | -61.9% |
| 3Y | +94.6% | +147.7% | -53.1% | -8.1% |
| 5Y | +13.3% | +99.4% | -86.1% | -45.2% |
| All | +42.0% | +266.5% | -224.5% | -48.7% |
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