+1,851.9%
TER vs AMKR
+547.1%
+1,304.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.4% | -1.9% | +0.1% |
| 7D | +6.4% | +8.3% | -1.9% | +1.7% |
| 30D | -5.7% | -6.8% | +1.1% | -1.9% |
| 3M | -0.4% | -31.9% | +31.5% | +22.3% |
| 6M | +25.8% | +18.4% | +7.5% | +14.3% |
| YTD | +96.4% | +31.7% | +64.7% | +66.2% |
| 1Y | +229.2% | +105.2% | +124.0% | +115.8% |
| 3Y | +288.1% | +147.7% | +140.4% | +122.5% |
| 5Y | +219.9% | +99.4% | +120.6% | +97.4% |
| All | +1,851.9% | +547.1% | +1,304.8% | +532.7% |
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