+98.5%
AMKR vs EXPD
+60.9%
+37.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.5% | +7.7% | +7.2% |
| 7D | +11.1% | -0.9% | +12.0% | +11.7% |
| 30D | -8.1% | +4.1% | -12.1% | -10.6% |
| 3M | -25.6% | +13.8% | -39.4% | -32.1% |
| 6M | +22.5% | +27.3% | -4.8% | +3.2% |
| YTD | +29.1% | +25.4% | +3.7% | +8.4% |
| 1Y | +105.7% | +54.4% | +51.3% | +46.4% |
| 3Y | +133.2% | +67.9% | +65.3% | +52.6% |
| 5Y | +98.5% | +59.2% | +39.4% | +28.8% |
| All | +98.5% | +60.9% | +37.6% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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