-53.1%
TE vs AMKR
+331.4%
-384.5%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.4% | -3.8% | -1.2% |
| 7D | +0.2% | +8.3% | -8.1% | -2.9% |
| 30D | -5.9% | -6.8% | +0.9% | -3.4% |
| 3M | -45.6% | -31.9% | -13.6% | -36.4% |
| 6M | -43.4% | +18.4% | -61.7% | -45.8% |
| YTD | -31.0% | +31.7% | -62.7% | -37.0% |
| 1Y | +145.2% | +105.2% | +40.0% | +88.2% |
| 3Y | -24.1% | +147.7% | -171.8% | -45.1% |
| 5Y | -48.1% | +99.4% | -147.5% | -62.4% |
| All | -53.1% | +331.4% | -384.5% | -67.1% |
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