+760.8%
AMKR vs OTIS
+91.3%
+669.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.8% | +2.7% | +3.6% |
| 7D | +8.3% | -3.0% | +11.3% | +9.9% |
| 30D | -6.8% | -6.0% | -0.8% | -4.2% |
| 3M | -31.9% | -0.9% | -31.1% | -32.6% |
| 6M | +18.4% | -17.3% | +35.7% | +28.9% |
| YTD | +31.7% | -19.6% | +51.2% | +44.5% |
| 1Y | +105.2% | -21.0% | +126.3% | +126.7% |
| 3Y | +147.7% | -12.1% | +159.8% | +150.6% |
| 5Y | +99.4% | -17.1% | +116.4% | +103.3% |
| All | +760.8% | +91.3% | +669.6% | +605.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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