+91.1%
AMKR vs NSC
+42.7%
+48.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.9% | +5.4% | +5.0% |
| 7D | +8.3% | -2.8% | +11.1% | +10.1% |
| 30D | -6.8% | -4.5% | -2.3% | -4.3% |
| 3M | -31.9% | +3.5% | -35.5% | -33.8% |
| 6M | +18.4% | +8.5% | +9.8% | +10.9% |
| YTD | +31.7% | +12.3% | +19.3% | +20.0% |
| 1Y | +105.2% | +18.9% | +86.3% | +80.4% |
| 3Y | +147.7% | +74.1% | +73.6% | +59.6% |
| All | +91.1% | +42.7% | +48.4% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NSC.
Daily Out/Under-Performance
Portfolio return minus NSC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NSC 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 NSC 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