+115.3%
SPOT vs AMKR
+96.3%
+19.0%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.4% | -3.7% | +0.1% |
| 7D | -3.1% | +8.3% | -11.4% | -4.4% |
| 30D | +7.4% | -6.8% | +14.2% | +7.9% |
| 3M | +8.2% | -31.9% | +40.1% | +12.5% |
| 6M | +2.2% | +18.4% | -16.1% | -9.1% |
| YTD | -9.5% | +31.7% | -41.1% | -23.0% |
| 1Y | -23.8% | +105.2% | -129.1% | -44.5% |
| 3Y | +233.5% | +147.7% | +85.7% | +94.9% |
| All | +115.3% | +96.3% | +19.0% | +21.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling