+528.2%
AMKR vs APO
+945.2%
-417.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.8% | +3.6% | +4.0% |
| 7D | +8.3% | -3.5% | +11.8% | +10.5% |
| 30D | -6.8% | -6.6% | -0.2% | -3.5% |
| 3M | -31.9% | -3.3% | -28.7% | -31.0% |
| 6M | +18.4% | +22.6% | -4.2% | +4.5% |
| YTD | +31.7% | -9.8% | +41.4% | +36.9% |
| 1Y | +105.2% | -3.9% | +109.1% | +104.8% |
| 3Y | +147.7% | +52.5% | +95.3% | +86.9% |
| 5Y | +99.4% | +134.0% | -34.7% | +15.4% |
| All | +528.2% | +945.2% | -417.1% | +111.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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