+1,315.3%
AMAT vs AMKR
+253.7%
+1,061.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +6.6% | +4.7% | +7.6% |
| 7D | -1.1% | -5.3% | +4.2% | +2.3% |
| 30D | -26.9% | -28.7% | +1.8% | -11.7% |
| 3M | -31.2% | -36.6% | +5.4% | -12.2% |
| 6M | -14.7% | -54.2% | +39.5% | +28.2% |
| YTD | +44.7% | -10.9% | +55.6% | +45.9% |
| 1Y | +62.0% | +1.3% | +60.6% | +50.5% |
| 3Y | +165.0% | +60.0% | +104.9% | +79.3% |
| 5Y | +147.1% | +59.3% | +87.9% | +63.4% |
| 10Y | +1,315.3% | +237.3% | +1,078.0% | +450.8% |
| All | +1,315.3% | +253.7% | +1,061.6% | +450.8% |
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 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