+528.2%
AMKR vs SONY
+293.1%
+235.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.6% | +2.8% | +3.4% |
| 7D | +8.3% | -2.7% | +11.0% | +9.9% |
| 30D | -6.8% | +1.5% | -8.3% | -8.3% |
| 3M | -31.9% | +13.0% | -44.9% | -39.3% |
| 6M | +18.4% | +11.2% | +7.1% | +6.3% |
| YTD | +31.7% | -6.6% | +38.3% | +32.7% |
| 1Y | +105.2% | -18.1% | +123.4% | +125.9% |
| 3Y | +147.7% | +42.1% | +105.7% | +78.1% |
| 5Y | +99.4% | +11.0% | +88.3% | +70.5% |
| All | +528.2% | +293.1% | +235.1% | +154.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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