+65.7%
T vs AMKR
+94.9%
-29.3%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.2% | -3.0% | -1.7% |
| 7D | -3.1% | +8.9% | -11.9% | -2.9% |
| 30D | +4.6% | -2.7% | +7.3% | +4.6% |
| 3M | +12.2% | -27.5% | +39.7% | +11.9% |
| 6M | -6.5% | +19.4% | -25.8% | -6.8% |
| YTD | +4.9% | +30.7% | -25.8% | +4.3% |
| 1Y | -10.5% | +107.9% | -118.4% | -11.8% |
| 3Y | +104.6% | +136.1% | -31.5% | +93.8% |
| All | +65.7% | +94.9% | -29.3% | +53.9% |
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