+252.0%
AMKR vs APD
+191.6%
+60.4%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.9% | -2.8% |
| 7D | +21.7% | +2.2% | +19.6% | +20.1% |
| 30D | -22.0% | +9.4% | -31.5% | -26.6% |
| 3M | -33.1% | +4.7% | -37.8% | -35.4% |
| 6M | -49.3% | +5.5% | -54.8% | -51.8% |
| YTD | -5.5% | +31.4% | -36.9% | -23.0% |
| 1Y | +8.4% | +24.1% | -15.7% | -8.8% |
| 3Y | +62.7% | +28.8% | +33.9% | +27.0% |
| 5Y | +70.5% | +15.8% | +54.7% | +40.5% |
| All | +252.0% | +191.6% | +60.4% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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