-66.5%
U vs AMKR
+96.3%
-162.8%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.4% | +0.1% | +2.4% |
| 7D | +5.5% | +8.3% | -2.8% | +1.5% |
| 30D | -1.3% | -6.8% | +5.5% | +0.6% |
| 3M | +64.6% | -31.9% | +96.5% | +83.6% |
| 6M | +119.4% | +18.4% | +101.0% | +67.3% |
| YTD | -0.5% | +31.7% | -32.1% | -31.0% |
| 1Y | +1.3% | +105.2% | -104.0% | -49.0% |
| 3Y | +15.6% | +147.7% | -132.1% | -59.0% |
| All | -66.5% | +96.3% | -162.8% | -86.2% |
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 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