+96.6%
AMKR vs APA
+177.1%
-80.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.0% | -1.7% | +0.5% |
| 7D | +8.9% | +0.3% | +8.5% | +8.8% |
| 30D | -2.7% | +9.3% | -12.0% | -5.0% |
| 3M | -27.5% | +23.3% | -50.8% | -32.0% |
| 6M | +19.4% | +39.5% | -20.1% | +5.8% |
| YTD | +30.7% | +87.6% | -56.9% | +4.5% |
| 1Y | +107.9% | +114.2% | -6.3% | +58.2% |
| 3Y | +136.1% | +13.6% | +122.5% | +103.3% |
| 5Y | +96.6% | +175.6% | -79.0% | +15.0% |
| All | +96.6% | +177.1% | -80.4% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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