+11.4%
WBD vs AMKR
+547.1%
-535.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.4% | -5.0% | -1.6% |
| 7D | -0.7% | +8.3% | -9.0% | -2.6% |
| 30D | +1.4% | -6.8% | +8.2% | +2.3% |
| 3M | +4.4% | -31.9% | +36.3% | +10.3% |
| 6M | +0.8% | +18.4% | -17.5% | -8.8% |
| YTD | -2.7% | +31.7% | -34.4% | -15.7% |
| 1Y | +73.4% | +105.2% | -31.8% | +31.5% |
| 3Y | +142.1% | +147.7% | -5.6% | +65.8% |
| 5Y | +7.2% | +99.4% | -92.1% | -25.1% |
| All | +11.4% | +547.1% | -535.8% | -46.4% |
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 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