+2,926.4%
V vs AMKR
+327.5%
+2,599.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.7% | -1.3% |
| 7D | -1.7% | 0.0% | -1.7% | -1.7% |
| 30D | +2.0% | -11.1% | +13.1% | +3.6% |
| 3M | +17.4% | -35.2% | +52.5% | +23.1% |
| 6M | +17.5% | +4.9% | +12.6% | +10.2% |
| YTD | +7.6% | +21.6% | -14.0% | -3.1% |
| 1Y | +7.7% | +98.0% | -90.3% | -13.6% |
| 3Y | +54.7% | +77.8% | -23.2% | +19.8% |
| 5Y | +73.0% | +79.9% | -6.8% | +28.9% |
| 10Y | +390.9% | +456.9% | -66.0% | +153.3% |
| All | +2,926.4% | +327.5% | +2,599.0% | +1,109.1% |
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