+96.6%
AMKR vs CDW
-23.8%
+120.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +2.1% |
| 7D | +8.9% | -4.2% | +13.1% | +11.3% |
| 30D | -2.7% | +4.9% | -7.5% | -6.4% |
| 3M | -27.5% | +7.3% | -34.7% | -33.4% |
| 6M | +19.4% | +19.2% | +0.2% | -3.7% |
| YTD | +30.7% | +6.2% | +24.5% | +13.8% |
| 1Y | +107.9% | -14.0% | +121.9% | +117.0% |
| 3Y | +136.1% | -30.0% | +166.1% | +189.8% |
| 5Y | +96.6% | -23.6% | +120.2% | +116.3% |
| All | +96.6% | -23.8% | +120.4% | +116.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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