+91.1%
AMKR vs NUE
+146.6%
-55.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.6% | +2.9% | +3.7% |
| 7D | +8.3% | -0.6% | +8.9% | +8.6% |
| 30D | -6.8% | -4.6% | -2.2% | -4.5% |
| 3M | -31.9% | -0.3% | -31.6% | -32.7% |
| 6M | +18.4% | +51.9% | -33.5% | -4.2% |
| YTD | +31.7% | +60.0% | -28.3% | +3.9% |
| 1Y | +105.2% | +82.9% | +22.4% | +51.7% |
| 3Y | +147.7% | +66.0% | +81.8% | +83.8% |
| All | +91.1% | +146.6% | -55.5% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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