+4,352.3%
WELL vs AMKR
+316.3%
+4,036.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.8% | -3.8% | -2.2% |
| 7D | -0.8% | 0.0% | -0.8% | -0.8% |
| 30D | -0.1% | -11.1% | +11.1% | +0.9% |
| 3M | +18.0% | -35.2% | +53.2% | +21.2% |
| 6M | +15.0% | +4.9% | +10.1% | +11.8% |
| YTD | +28.6% | +21.6% | +7.0% | +22.5% |
| 1Y | +42.9% | +98.0% | -55.1% | +28.6% |
| 3Y | +203.0% | +77.8% | +125.2% | +168.2% |
| 5Y | +206.9% | +79.9% | +127.0% | +166.3% |
| 10Y | +339.5% | +456.9% | -117.4% | +226.6% |
| All | +4,352.3% | +316.3% | +4,036.0% | +2,538.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling