+327.5%
T vs AMKR
+214.7%
+112.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | +0.2% |
| 7D | +2.5% | +10.0% | -7.5% | +1.9% |
| 30D | -3.8% | -19.4% | +15.7% | -2.8% |
| 3M | -8.7% | -37.4% | +28.6% | -6.5% |
| 6M | -8.1% | -51.5% | +43.3% | -5.2% |
| YTD | -6.4% | -8.1% | +1.6% | -8.6% |
| 1Y | -9.8% | +13.8% | -23.6% | -13.3% |
| 3Y | +65.5% | +59.4% | +6.1% | +51.2% |
| 5Y | +57.0% | +65.9% | -8.9% | +40.5% |
| 10Y | +60.8% | +238.6% | -177.8% | +29.8% |
| All | +327.5% | +214.7% | +112.9% | +171.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling