+90.9%
AMKR vs APO
+128.1%
-37.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.3% | -1.2% | -2.1% |
| 7D | +5.5% | -4.9% | +10.4% | +8.7% |
| 30D | -8.6% | -8.4% | -0.2% | -4.0% |
| 3M | -28.7% | -2.1% | -26.7% | -28.3% |
| 6M | +13.3% | +19.2% | -6.0% | +0.6% |
| YTD | +26.1% | -10.5% | +36.6% | +32.1% |
| 1Y | +101.2% | -2.7% | +103.9% | +98.9% |
| 3Y | +127.7% | +52.5% | +75.3% | +64.7% |
| 5Y | +90.9% | +132.1% | -41.2% | +0.5% |
| All | +90.9% | +128.1% | -37.3% | +0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling