+90.9%
AMKR vs STLA
-63.7%
+154.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.4% | -3.5% |
| 7D | +5.5% | -3.8% | +9.3% | +7.3% |
| 30D | -8.6% | -3.1% | -5.5% | -8.0% |
| 3M | -28.7% | -19.6% | -9.1% | -22.1% |
| 6M | +13.3% | -23.5% | +36.8% | +26.4% |
| YTD | +26.1% | -51.5% | +77.6% | +69.7% |
| 1Y | +101.2% | -39.7% | +140.8% | +136.4% |
| 3Y | +127.7% | -66.3% | +194.1% | +244.9% |
| 5Y | +90.9% | -63.1% | +154.0% | +158.8% |
| All | +90.9% | -63.7% | +154.6% | +158.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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