+91.1%
AMKR vs NVS
+92.9%
-1.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.2% | +4.7% | +4.5% |
| 7D | +8.3% | -14.3% | +22.6% | +9.4% |
| 30D | -6.8% | -10.0% | +3.2% | -6.6% |
| 3M | -31.9% | -10.9% | -21.1% | -32.1% |
| 6M | +18.4% | -12.0% | +30.3% | +18.4% |
| YTD | +31.7% | +2.5% | +29.2% | +26.4% |
| 1Y | +105.2% | +10.7% | +94.6% | +92.9% |
| 3Y | +147.7% | +53.3% | +94.4% | +112.4% |
| All | +91.1% | +92.9% | -1.8% | +41.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling