+52.5%
SOXX vs AMKR
+0.7%
+51.8%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.2% | +2.1% | -0.6% |
| 7D | -13.7% | -15.5% | +1.8% | -6.4% |
| 30D | -23.6% | -34.7% | +11.1% | -6.7% |
| 3M | -16.9% | -36.1% | +19.2% | +1.6% |
| 6M | -2.4% | -49.6% | +47.2% | +31.2% |
| YTD | +49.8% | -9.2% | +59.1% | +53.6% |
| 1Y | +52.5% | +1.9% | +50.7% | +46.3% |
| All | +52.5% | +0.7% | +51.8% | +46.3% |
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