+113.9%
SOXX vs AMKR
+103.7%
+10.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.8% | +1.7% | +2.7% |
| 7D | +2.2% | 0.0% | +2.3% | +2.2% |
| 30D | -2.0% | -11.1% | +9.1% | +2.8% |
| 3M | -13.7% | -35.2% | +21.5% | +2.7% |
| 6M | +52.4% | +4.9% | +47.5% | +48.8% |
| YTD | +72.8% | +21.6% | +51.2% | +57.2% |
| 1Y | +113.9% | +98.0% | +15.9% | +62.5% |
| All | +113.9% | +103.7% | +10.2% | +62.5% |
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