+315.9%
AMKR vs SONY
+239.2%
+76.7%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.5% |
| 7D | +8.9% | -4.9% | +13.8% | +11.9% |
| 30D | -2.7% | -1.6% | -1.1% | -2.4% |
| 3M | -27.5% | +10.0% | -37.4% | -33.8% |
| 6M | +19.4% | +8.4% | +11.0% | +9.6% |
| YTD | +30.7% | -8.4% | +39.1% | +32.6% |
| 1Y | +107.9% | -18.4% | +126.3% | +126.1% |
| 3Y | +136.1% | +41.0% | +95.1% | +77.6% |
| 5Y | +96.6% | +9.3% | +87.3% | +73.3% |
| 10Y | +535.0% | +281.7% | +253.3% | +158.2% |
| All | +315.9% | +239.2% | +76.7% | +48.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling