+147.7%
WMB vs AMKR
+133.4%
+14.3%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.1% | -1.0% |
| 7D | 0.0% | +8.9% | -8.9% | -0.6% |
| 30D | +4.6% | -2.7% | +7.3% | +4.6% |
| 3M | +5.7% | -27.5% | +33.2% | +7.1% |
| 6M | +4.2% | +19.4% | -15.2% | +0.1% |
| YTD | +26.8% | +30.7% | -3.9% | +19.9% |
| 1Y | +34.7% | +107.9% | -73.2% | +19.9% |
| All | +147.7% | +133.4% | +14.3% | +94.5% |
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