-52.7%
TEAM vs AMKR
+88.0%
-140.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.5% | +4.6% | +1.9% |
| 7D | -7.8% | +5.5% | -13.3% | -9.1% |
| 30D | +16.5% | -8.6% | +25.2% | +18.1% |
| 3M | +96.2% | -28.7% | +124.9% | +101.6% |
| 6M | +130.2% | +13.3% | +116.9% | +95.0% |
| YTD | +10.7% | +26.1% | -15.3% | -12.9% |
| 1Y | +3.0% | +101.2% | -98.2% | -35.4% |
| 3Y | -13.1% | +127.7% | -140.8% | -54.8% |
| 5Y | -52.7% | +90.9% | -143.6% | -77.4% |
| All | -52.7% | +88.0% | -140.8% | -77.4% |
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 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