+2,009.8%
TER vs AMKR
+316.3%
+1,693.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.8% | +3.7% | +4.7% |
| 7D | +0.6% | 0.0% | +0.7% | +0.7% |
| 30D | -8.3% | -11.1% | +2.9% | -3.3% |
| 3M | -12.2% | -35.2% | +23.0% | +5.9% |
| 6M | +17.1% | +4.9% | +12.2% | +15.5% |
| YTD | +84.7% | +21.6% | +63.1% | +69.5% |
| 1Y | +199.9% | +98.0% | +101.9% | +122.1% |
| 3Y | +232.8% | +77.8% | +154.9% | +152.4% |
| 5Y | +198.6% | +79.9% | +118.7% | +123.3% |
| 10Y | +1,669.7% | +456.9% | +1,212.9% | +644.2% |
| All | +2,009.8% | +316.3% | +1,693.5% | +358.7% |
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 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