+84.5%
AAPL vs AMKR
+125.2%
-40.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.5% | +7.1% | +3.9% |
| 7D | -0.5% | +5.5% | -6.0% | -1.1% |
| 30D | +7.1% | -8.6% | +15.7% | +7.8% |
| 3M | +12.1% | -28.7% | +40.8% | +14.2% |
| 6M | +25.4% | +13.3% | +12.2% | +16.0% |
| YTD | +20.5% | +26.1% | -5.6% | +7.7% |
| 1Y | +44.5% | +101.2% | -56.7% | +14.0% |
| All | +84.5% | +125.2% | -40.6% | +27.9% |
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