+3,297.7%
V vs AMKR
+232.2%
+3,065.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.3% | -0.8% |
| 7D | -0.4% | +21.7% | -22.1% | -4.0% |
| 30D | +6.3% | -22.0% | +28.4% | +10.1% |
| 3M | +17.2% | -33.1% | +50.3% | +23.6% |
| 6M | +29.2% | -49.3% | +78.6% | +39.1% |
| YTD | +20.8% | -5.5% | +26.3% | +12.3% |
| 1Y | +25.0% | +8.4% | +16.6% | +12.4% |
| 3Y | +75.3% | +62.7% | +12.6% | +35.9% |
| 5Y | +105.8% | +70.5% | +35.4% | +52.1% |
| 10Y | +451.9% | +248.1% | +203.8% | +208.4% |
| All | +3,297.7% | +232.2% | +3,065.6% | +1,300.4% |
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