+327.9%
TFC vs AMKR
+316.3%
+11.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.2% |
| 7D | +2.4% | 0.0% | +2.5% | +2.4% |
| 30D | -1.3% | -11.1% | +9.8% | +0.1% |
| 3M | +6.1% | -35.2% | +41.2% | +10.6% |
| 6M | +7.3% | +4.9% | +2.5% | +3.1% |
| YTD | +8.2% | +21.6% | -13.4% | +0.9% |
| 1Y | +14.4% | +98.0% | -83.6% | -2.0% |
| 3Y | +93.7% | +77.8% | +15.9% | +64.3% |
| 5Y | +16.4% | +79.9% | -63.5% | -3.2% |
| 10Y | +101.6% | +456.9% | -355.3% | +35.7% |
| All | +327.9% | +316.3% | +11.6% | +120.2% |
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