+349.9%
WELL vs AMKR
+519.6%
-169.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.5% | +0.4% |
| 7D | -2.2% | +5.5% | -7.8% | -3.0% |
| 30D | +4.7% | -8.6% | +13.3% | +5.7% |
| 3M | +11.9% | -28.7% | +40.7% | +15.0% |
| 6M | +14.3% | +13.3% | +1.0% | +7.2% |
| YTD | +28.4% | +26.1% | +2.3% | +16.9% |
| 1Y | +42.3% | +101.2% | -58.9% | +17.5% |
| 3Y | +202.6% | +127.7% | +74.8% | +129.7% |
| 5Y | +206.5% | +90.9% | +115.7% | +130.5% |
| All | +349.9% | +519.6% | -169.7% | +126.7% |
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