+70.3%
T vs AMKR
+547.1%
-476.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.4% | -2.4% | +1.8% |
| 7D | +1.5% | +8.3% | -6.8% | +1.1% |
| 30D | +7.5% | -6.8% | +14.2% | +7.7% |
| 3M | +14.8% | -31.9% | +46.8% | +16.2% |
| 6M | -1.7% | +18.4% | -20.1% | -4.4% |
| YTD | +8.7% | +31.7% | -23.0% | +4.5% |
| 1Y | -7.5% | +105.2% | -112.7% | -14.4% |
| 3Y | +110.2% | +147.7% | -37.5% | +85.0% |
| 5Y | +71.6% | +99.4% | -27.7% | +50.5% |
| All | +70.3% | +547.1% | -476.9% | +17.4% |
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 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