+501.5%
AMKR vs STZ
-10.3%
+511.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.9% | -5.4% | -4.4% |
| 7D | +5.5% | -4.1% | +9.6% | +7.2% |
| 30D | -8.6% | -7.6% | -1.0% | -6.1% |
| 3M | -28.7% | -12.3% | -16.4% | -25.5% |
| 6M | +13.3% | -16.3% | +29.6% | +19.9% |
| YTD | +26.1% | -8.4% | +34.4% | +26.2% |
| 1Y | +101.2% | -10.8% | +112.0% | +103.7% |
| 3Y | +127.7% | -49.0% | +176.7% | +199.1% |
| 5Y | +90.9% | -36.5% | +127.3% | +119.0% |
| All | +501.5% | -10.3% | +511.8% | +468.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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