+16.0%
TFC vs AMKR
+88.0%
-72.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.5% | +3.9% | +1.0% |
| 7D | -2.5% | +5.5% | -8.0% | -3.6% |
| 30D | -2.8% | -8.6% | +5.8% | -1.6% |
| 3M | +2.1% | -28.7% | +30.9% | +5.9% |
| 6M | +10.1% | +13.3% | -3.2% | +0.3% |
| YTD | +5.4% | +26.1% | -20.6% | -8.1% |
| 1Y | +16.3% | +101.2% | -84.9% | -12.5% |
| 3Y | +95.9% | +127.7% | -31.9% | +30.9% |
| 5Y | +16.0% | +90.9% | -74.9% | -22.3% |
| All | +16.0% | +88.0% | -72.0% | -22.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling