+208.8%
WELL vs AMKR
+101.8%
+107.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.8% | -0.6% |
| 7D | -1.1% | +8.9% | -10.0% | -1.6% |
| 30D | +0.7% | -2.7% | +3.4% | +0.8% |
| 3M | +14.5% | -27.5% | +42.0% | +15.8% |
| 6M | +14.4% | +19.4% | -5.0% | +10.1% |
| YTD | +28.5% | +30.7% | -2.2% | +21.9% |
| 1Y | +41.8% | +107.9% | -66.1% | +27.5% |
| 3Y | +202.8% | +136.1% | +66.7% | +155.0% |
| 5Y | +208.8% | +96.6% | +112.2% | +152.6% |
| All | +208.8% | +101.8% | +107.0% | +152.6% |
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