-49.7%
TE vs AMKR
+88.0%
-137.6%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.5% | -3.2% | -4.6% |
| 7D | +0.9% | +5.5% | -4.6% | -2.1% |
| 30D | -16.3% | -8.6% | -7.7% | -12.3% |
| 3M | -40.8% | -28.7% | -12.0% | -28.0% |
| 6M | -42.6% | +13.3% | -55.9% | -46.5% |
| YTD | -31.4% | +26.1% | -57.5% | -41.3% |
| 1Y | +144.9% | +101.2% | +43.7% | +53.3% |
| 3Y | -26.0% | +127.7% | -153.8% | -59.6% |
| All | -49.7% | +88.0% | -137.6% | -73.1% |
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 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