+225.9%
WELL vs AMKR
+64.2%
+161.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.5% | -0.1% |
| 7D | +0.1% | +10.0% | -9.9% | -0.4% |
| 30D | +5.7% | -19.4% | +25.1% | +6.6% |
| 3M | +4.6% | -37.4% | +42.0% | +6.9% |
| 6M | +11.9% | -51.5% | +63.3% | +15.1% |
| YTD | +33.6% | -8.1% | +41.7% | +28.8% |
| 1Y | +29.8% | +13.8% | +16.0% | +22.1% |
| 3Y | +202.2% | +59.4% | +142.8% | +159.5% |
| All | +225.9% | +64.2% | +161.8% | +164.8% |
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