+704.3%
AMKR vs APO
+1,727.7%
-1,023.4%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.4% | +7.6% | +6.9% |
| 7D | +11.1% | +0.1% | +11.0% | +11.0% |
| 30D | -8.1% | +3.9% | -11.9% | -10.3% |
| 3M | -25.6% | +3.8% | -29.4% | -27.3% |
| 6M | +22.5% | +22.3% | +0.2% | +9.8% |
| YTD | +29.1% | -7.8% | +36.9% | +32.4% |
| 1Y | +105.7% | -0.3% | +106.0% | +101.9% |
| 3Y | +133.2% | +57.1% | +76.1% | +80.3% |
| 5Y | +98.5% | +137.0% | -38.4% | +23.4% |
| 10Y | +490.6% | +946.8% | -456.2% | +94.4% |
| All | +704.3% | +1,727.7% | -1,023.4% | +114.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling