+122.9%
WFC vs AMKR
+96.3%
+26.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.4% | -3.5% | +0.2% |
| 7D | +0.4% | +8.3% | -7.9% | -1.1% |
| 30D | +1.5% | -6.8% | +8.3% | +2.3% |
| 3M | +10.2% | -31.9% | +42.1% | +15.1% |
| 6M | +18.8% | +18.4% | +0.4% | +8.5% |
| YTD | -1.5% | +31.7% | -33.2% | -13.3% |
| 1Y | +13.5% | +105.2% | -91.7% | -11.1% |
| 3Y | +135.0% | +147.7% | -12.8% | +63.4% |
| All | +122.9% | +96.3% | +26.6% | +55.7% |
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 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