+3.6%
WBD vs AMKR
+96.3%
-92.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.4% | -5.0% | -1.7% |
| 7D | -0.7% | +8.3% | -9.0% | -2.8% |
| 30D | +1.4% | -6.8% | +8.2% | +2.4% |
| 3M | +4.4% | -31.9% | +36.3% | +11.2% |
| 6M | +0.8% | +18.4% | -17.5% | -11.6% |
| YTD | -2.7% | +31.7% | -34.4% | -19.6% |
| 1Y | +73.4% | +105.2% | -31.8% | +19.2% |
| 3Y | +142.1% | +147.7% | -5.6% | +36.1% |
| All | +3.6% | +96.3% | -92.7% | -41.1% |
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 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