+292.2%
TER vs AMKR
+133.4%
+158.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.2% | +1.9% | +2.3% |
| 7D | +12.4% | +8.9% | +3.5% | +6.4% |
| 30D | +5.1% | -2.7% | +7.8% | +7.0% |
| 3M | +4.0% | -27.5% | +31.4% | +26.3% |
| 6M | +29.5% | +19.4% | +10.1% | +15.5% |
| YTD | +98.5% | +30.7% | +67.8% | +64.2% |
| 1Y | +234.1% | +107.9% | +126.2% | +102.2% |
| All | +292.2% | +133.4% | +158.7% | +103.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling