+98.5%
AMKR vs CASY
+274.3%
-175.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.0% | +9.2% | +7.0% |
| 7D | +11.1% | -4.4% | +15.5% | +12.4% |
| 30D | -8.1% | -12.0% | +4.0% | -4.9% |
| 3M | -25.6% | -2.3% | -23.3% | -27.0% |
| 6M | +22.5% | +10.5% | +12.0% | +14.8% |
| YTD | +29.1% | +33.0% | -3.9% | +12.5% |
| 1Y | +105.7% | +41.1% | +64.6% | +73.5% |
| 3Y | +133.2% | +207.5% | -74.3% | +33.5% |
| 5Y | +98.5% | +290.7% | -192.2% | -2.6% |
| All | +98.5% | +274.3% | -175.8% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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