+67.7%
V vs AMKR
+101.8%
-34.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.6% | -0.5% |
| 7D | -2.9% | +8.9% | -11.8% | -3.7% |
| 30D | +1.9% | -2.7% | +4.6% | +1.8% |
| 3M | +13.2% | -27.5% | +40.7% | +15.0% |
| 6M | +16.7% | +19.4% | -2.7% | +9.3% |
| YTD | +5.4% | +30.7% | -25.3% | -3.5% |
| 1Y | +7.7% | +107.9% | -100.3% | -9.8% |
| 3Y | +52.0% | +136.1% | -84.1% | +15.2% |
| 5Y | +67.7% | +96.6% | -28.9% | +24.0% |
| All | +67.7% | +101.8% | -34.1% | +24.0% |
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 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