+127.8%
AAPL vs AMKR
+96.3%
+31.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.4% | -2.7% | +0.9% |
| 7D | +3.8% | +8.3% | -4.4% | +2.2% |
| 30D | +9.9% | -6.8% | +16.7% | +10.7% |
| 3M | +12.5% | -31.9% | +44.4% | +17.6% |
| 6M | +27.6% | +18.4% | +9.3% | +14.3% |
| YTD | +22.6% | +31.7% | -9.1% | +4.8% |
| 1Y | +45.0% | +105.2% | -60.3% | +6.9% |
| 3Y | +87.8% | +147.7% | -60.0% | +18.4% |
| All | +127.8% | +96.3% | +31.5% | +45.4% |
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