+298.4%
WMB vs AMKR
+547.1%
-248.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.4% | -3.7% | 0.0% |
| 7D | -1.0% | +8.3% | -9.3% | -2.4% |
| 30D | -0.4% | -6.8% | +6.3% | +0.3% |
| 3M | +3.2% | -31.9% | +35.2% | +7.9% |
| 6M | +0.1% | +18.4% | -18.3% | -7.4% |
| YTD | +23.9% | +31.7% | -7.8% | +10.8% |
| 1Y | +27.6% | +105.2% | -77.6% | +2.9% |
| 3Y | +141.9% | +147.7% | -5.8% | +76.8% |
| 5Y | +273.8% | +99.4% | +174.4% | +172.3% |
| All | +298.4% | +547.1% | -248.7% | +81.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling