+1,842.6%
UMC vs AMKR
+547.1%
+1,295.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.4% | -2.1% | +0.8% |
| 7D | +9.0% | +8.3% | +0.7% | +6.1% |
| 30D | +17.2% | -6.8% | +24.0% | +19.3% |
| 3M | +11.4% | -31.9% | +43.3% | +25.1% |
| 6M | +137.5% | +18.4% | +119.2% | +119.5% |
| YTD | +193.1% | +31.7% | +161.4% | +157.6% |
| 1Y | +240.3% | +105.2% | +135.1% | +152.5% |
| 3Y | +262.2% | +147.7% | +114.4% | +138.3% |
| 5Y | +143.1% | +99.4% | +43.8% | +65.7% |
| All | +1,842.6% | +547.1% | +1,295.5% | +819.3% |
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