+57.8%
T vs AMKR
+64.2%
-6.3%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | -0.1% |
| 7D | +2.5% | +10.0% | -7.5% | +2.8% |
| 30D | -3.8% | -19.4% | +15.7% | -4.2% |
| 3M | -8.7% | -37.4% | +28.6% | -9.5% |
| 6M | -8.1% | -51.5% | +43.3% | -9.1% |
| YTD | -6.4% | -8.1% | +1.6% | -7.3% |
| 1Y | -9.8% | +13.8% | -23.6% | -10.8% |
| 3Y | +65.5% | +59.4% | +6.1% | +57.7% |
| All | +57.8% | +64.2% | -6.3% | +42.9% |
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