+528.2%
AMKR vs APD
+166.7%
+361.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.8% | +5.2% | +4.9% |
| 7D | +8.3% | -3.3% | +11.6% | +10.6% |
| 30D | -6.8% | -4.2% | -2.6% | -4.5% |
| 3M | -31.9% | +5.4% | -37.4% | -35.3% |
| 6M | +18.4% | +6.3% | +12.1% | +11.7% |
| YTD | +31.7% | +20.3% | +11.3% | +13.9% |
| 1Y | +105.2% | +1.6% | +103.7% | +96.5% |
| 3Y | +147.7% | +4.0% | +143.7% | +124.0% |
| 5Y | +99.4% | +23.3% | +76.0% | +53.3% |
| All | +528.2% | +166.7% | +361.5% | +150.6% |
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