+1.9%
AMKR vs NVS
+37.6%
-35.8%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +3.6% | -8.8% | -3.8% |
| 7D | -15.5% | +5.7% | -21.2% | -13.5% |
| 30D | -34.7% | +17.1% | -51.8% | -30.5% |
| 3M | -36.1% | +7.6% | -43.7% | -33.3% |
| 6M | -49.6% | +14.1% | -63.7% | -48.8% |
| YTD | -9.2% | +23.3% | -32.5% | -10.6% |
| 1Y | +1.9% | +36.0% | -34.1% | -7.3% |
| All | +1.9% | +37.6% | -35.8% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 1y: compounded portfolio wealth divided by compounded NVS 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…
1y analysis · Full analysis span regression · 6 months rolling