+1,374.6%
TER vs AMKR
+214.7%
+1,160.0%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.7% | -2.7% | -4.2% |
| 7D | +14.4% | +10.0% | +4.3% | +10.0% |
| 30D | -30.6% | -19.4% | -11.1% | -23.3% |
| 3M | -39.2% | -37.4% | -1.8% | -24.6% |
| 6M | -31.3% | -51.5% | +20.2% | -4.9% |
| YTD | +29.1% | -8.1% | +37.2% | +35.3% |
| 1Y | +47.4% | +13.8% | +33.6% | +40.8% |
| 3Y | +191.2% | +59.4% | +131.8% | +136.7% |
| 5Y | +74.0% | +65.9% | +8.1% | +37.9% |
| 10Y | +1,005.1% | +238.6% | +766.5% | +481.1% |
| All | +1,374.6% | +214.7% | +1,160.0% | +266.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling