+132.8%
WFC vs AMKR
+125.2%
+7.6%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.5% | +3.3% | +0.2% |
| 7D | +0.3% | +5.5% | -5.2% | -0.4% |
| 30D | +2.3% | -8.6% | +10.9% | +3.1% |
| 3M | +9.8% | -28.7% | +38.5% | +12.4% |
| 6M | +15.6% | +13.3% | +2.3% | +7.4% |
| YTD | -2.4% | +26.1% | -28.5% | -12.1% |
| 1Y | +13.8% | +101.2% | -87.4% | -7.8% |
| All | +132.8% | +125.2% | +7.6% | +57.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling