+87.5%
U vs AMKR
+59.6%
+27.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.7% | +8.0% | +6.0% |
| 7D | +2.6% | +10.0% | -7.5% | -0.5% |
| 30D | +27.6% | -19.4% | +47.0% | +33.7% |
| 3M | +15.3% | -37.4% | +52.7% | +29.1% |
| 6M | +96.4% | -51.5% | +147.9% | +127.2% |
| YTD | +19.6% | -8.1% | +27.6% | +1.7% |
| 1Y | +42.1% | +13.8% | +28.3% | +9.3% |
| 3Y | +87.5% | +59.4% | +28.1% | -1.6% |
| All | +87.5% | +59.6% | +27.9% | -1.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling