+528.2%
AMKR vs AZO
+296.8%
+231.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.2% | +4.6% | +4.5% |
| 7D | +8.3% | -3.6% | +11.9% | +9.5% |
| 30D | -6.8% | -5.6% | -1.2% | -5.4% |
| 3M | -31.9% | -6.6% | -25.3% | -31.4% |
| 6M | +18.4% | -22.5% | +40.9% | +26.5% |
| YTD | +31.7% | -15.2% | +46.8% | +35.7% |
| 1Y | +105.2% | -33.9% | +139.2% | +130.6% |
| 3Y | +147.7% | +11.8% | +135.9% | +116.1% |
| 5Y | +99.4% | +85.5% | +13.8% | +33.1% |
| All | +528.2% | +296.8% | +231.3% | +231.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling