+233.5%
SPOT vs AMKR
+135.2%
+98.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.4% | -3.7% | +0.7% |
| 7D | -3.1% | +8.3% | -11.4% | -3.2% |
| 30D | +7.4% | -6.8% | +14.2% | +7.4% |
| 3M | +8.2% | -31.9% | +40.1% | +9.3% |
| 6M | +2.2% | +18.4% | -16.1% | -2.4% |
| YTD | -9.5% | +31.7% | -41.1% | -14.8% |
| 1Y | -23.8% | +105.2% | -129.1% | -32.6% |
| 3Y | +233.5% | +147.7% | +85.7% | +149.4% |
| All | +233.5% | +135.2% | +98.3% | +149.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling