+125.1%
TLT vs AMKR
+789.0%
-663.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.3% | -0.5% |
| 7D | -3.1% | +10.0% | -13.1% | -2.7% |
| 30D | +1.0% | -19.4% | +20.5% | +0.4% |
| 3M | -2.7% | -37.4% | +34.6% | -4.1% |
| 6M | -4.1% | -51.5% | +47.3% | -6.1% |
| YTD | -5.4% | -8.1% | +2.7% | -4.5% |
| 1Y | -7.0% | +13.8% | -20.8% | -5.2% |
| 3Y | +2.8% | +59.4% | -56.6% | +7.5% |
| 5Y | -35.4% | +65.9% | -101.2% | -31.6% |
| 10Y | -13.1% | +238.6% | -251.7% | -1.5% |
| All | +125.1% | +789.0% | -663.9% | +190.4% |
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