+43.2%
TER vs AMKR
+0.7%
+42.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -5.2% | -1.6% | -3.1% |
| 7D | -19.9% | -15.5% | -4.4% | -9.5% |
| 30D | -43.5% | -34.7% | -8.8% | -23.8% |
| 3M | -37.8% | -36.1% | -1.7% | -14.7% |
| 6M | -25.6% | -49.6% | +24.0% | +19.4% |
| YTD | +29.8% | -9.2% | +39.1% | +40.2% |
| 1Y | +43.2% | +1.9% | +41.3% | +39.5% |
| All | +43.2% | +0.7% | +42.5% | +39.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling