+98.5%
AMKR vs AXON
+177.9%
-79.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.0% | +8.2% | +6.6% |
| 7D | +11.1% | -2.5% | +13.6% | +11.6% |
| 30D | -8.1% | -11.5% | +3.4% | -5.9% |
| 3M | -25.6% | +7.3% | -32.9% | -29.2% |
| 6M | +22.5% | -11.9% | +34.4% | +22.0% |
| YTD | +29.1% | -11.0% | +40.1% | +26.7% |
| 1Y | +105.7% | -31.8% | +137.4% | +118.3% |
| 3Y | +133.2% | +135.4% | -2.2% | +41.1% |
| 5Y | +98.5% | +176.9% | -78.3% | -2.7% |
| All | +98.5% | +177.9% | -79.4% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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