+90.9%
AMKR vs GSK
+47.2%
+43.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.5% | -3.5% |
| 7D | +5.5% | -5.4% | +10.9% | +5.9% |
| 30D | -8.6% | -4.6% | -4.0% | -8.4% |
| 3M | -28.7% | -5.1% | -23.6% | -28.8% |
| 6M | +13.3% | -11.4% | +24.7% | +14.4% |
| YTD | +26.1% | +0.7% | +25.3% | +24.6% |
| 1Y | +101.2% | +23.0% | +78.2% | +92.0% |
| 3Y | +127.7% | +48.0% | +79.8% | +108.6% |
| 5Y | +90.9% | +48.2% | +42.7% | +71.8% |
| All | +90.9% | +47.2% | +43.6% | +71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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