-35.7%
U vs AMKR
+380.0%
-415.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.4% | +0.1% | +2.5% |
| 7D | +5.5% | +8.3% | -2.8% | +1.8% |
| 30D | -1.3% | -6.8% | +5.5% | +0.5% |
| 3M | +64.6% | -31.9% | +96.5% | +82.2% |
| 6M | +119.4% | +18.4% | +101.0% | +73.8% |
| YTD | -0.5% | +31.7% | -32.1% | -27.2% |
| 1Y | +1.3% | +105.2% | -104.0% | -43.4% |
| 3Y | +15.6% | +147.7% | -132.1% | -49.2% |
| 5Y | -67.5% | +99.4% | -166.8% | -84.8% |
| All | -35.7% | +380.0% | -415.7% | -77.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling