+150,515.6%
AAPL vs AMKR
+347.4%
+150,168.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.5% |
| 7D | -3.0% | +8.9% | -11.8% | -4.7% |
| 30D | +2.3% | -2.7% | +5.0% | +2.2% |
| 3M | +8.6% | -27.5% | +36.1% | +12.1% |
| 6M | +21.6% | +19.4% | +2.2% | +10.8% |
| YTD | +16.3% | +30.7% | -14.4% | +2.6% |
| 1Y | +35.1% | +107.9% | -72.9% | +6.1% |
| 3Y | +79.4% | +136.1% | -56.7% | +31.6% |
| 5Y | +109.8% | +96.6% | +13.2% | +55.7% |
| 10Y | +1,237.1% | +535.0% | +702.1% | +590.6% |
| All | +150,515.6% | +347.4% | +150,168.2% | +52,498.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling