+1,537.1%
SOXX vs AMKR
+547.1%
+990.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.4% | -2.6% | -0.2% |
| 7D | +1.4% | +8.3% | -6.9% | -2.4% |
| 30D | -3.6% | -6.8% | +3.2% | -1.0% |
| 3M | -10.2% | -31.9% | +21.8% | +4.4% |
| 6M | +54.2% | +18.4% | +35.9% | +37.0% |
| YTD | +75.2% | +31.7% | +43.5% | +45.3% |
| 1Y | +107.5% | +105.2% | +2.3% | +36.9% |
| 3Y | +226.8% | +147.7% | +79.0% | +91.0% |
| 5Y | +251.2% | +99.4% | +151.9% | +117.4% |
| All | +1,537.1% | +547.1% | +990.0% | +470.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling