+1.9%
AMKR vs AZO
-7.5%
+9.3%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +3.9% | -9.1% | -3.4% |
| 7D | -15.5% | +5.3% | -20.9% | -13.2% |
| 30D | -34.7% | +18.4% | -53.2% | -29.6% |
| 3M | -36.1% | +9.8% | -45.9% | -32.6% |
| 6M | -49.6% | -4.5% | -45.1% | -46.7% |
| YTD | -9.2% | -1.9% | -7.3% | -0.9% |
| 1Y | +1.9% | -9.5% | +11.4% | +11.7% |
| All | +1.9% | -7.5% | +9.3% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling