-37.5%
U vs AMKR
+370.7%
-408.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.2% | -3.6% | -0.1% |
| 7D | +4.5% | +11.1% | -6.6% | -0.4% |
| 30D | -0.6% | -8.1% | +7.5% | +1.7% |
| 3M | +48.4% | -25.6% | +74.0% | +56.4% |
| 6M | +115.4% | +22.5% | +92.9% | +67.3% |
| YTD | -3.2% | +29.1% | -32.3% | -28.6% |
| 1Y | -6.0% | +105.7% | -111.7% | -47.7% |
| 3Y | +13.5% | +133.2% | -119.8% | -48.5% |
| 5Y | -68.0% | +98.5% | -166.5% | -85.0% |
| All | -37.5% | +370.7% | -408.1% | -77.4% |
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