+528.2%
AMKR vs JBL
+1,558.3%
-1,030.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +5.0% | -0.6% | +0.3% |
| 7D | +8.3% | +2.4% | +5.9% | +6.2% |
| 30D | -6.8% | -13.1% | +6.3% | +5.0% |
| 3M | -31.9% | -15.6% | -16.4% | -19.8% |
| 6M | +18.4% | +24.6% | -6.2% | +4.0% |
| YTD | +31.7% | +39.6% | -7.9% | +5.5% |
| 1Y | +105.2% | +48.6% | +56.6% | +56.6% |
| 3Y | +147.7% | +197.3% | -49.5% | +1.4% |
| 5Y | +99.4% | +413.0% | -313.6% | -48.3% |
| All | +528.2% | +1,558.3% | -1,030.2% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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