+3,341.8%
V vs AMKR
+223.1%
+3,118.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.7% | +4.0% | +1.8% |
| 7D | +0.9% | +10.0% | -9.1% | -0.9% |
| 30D | +9.0% | -19.4% | +28.4% | +12.2% |
| 3M | +16.7% | -37.4% | +54.1% | +24.6% |
| 6M | +33.4% | -51.5% | +84.9% | +44.8% |
| YTD | +22.4% | -8.1% | +30.4% | +14.3% |
| 1Y | +27.7% | +13.8% | +13.9% | +13.6% |
| 3Y | +78.0% | +59.4% | +18.6% | +38.4% |
| 5Y | +108.5% | +65.9% | +42.7% | +54.8% |
| 10Y | +459.0% | +238.6% | +220.4% | +213.9% |
| All | +3,341.8% | +223.1% | +3,118.7% | +1,325.3% |
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 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