+97.9%
AMKR vs TXT
+11.7%
+86.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +0.9% |
| 7D | +8.9% | +0.8% | +8.0% | +8.2% |
| 30D | -2.7% | -10.4% | +7.7% | +6.4% |
| 3M | -27.5% | -14.3% | -13.1% | -16.8% |
| 6M | +19.4% | -15.1% | +34.5% | +37.4% |
| YTD | +30.7% | -8.3% | +39.0% | +39.9% |
| 1Y | +107.9% | -0.7% | +108.6% | +108.4% |
| 3Y | +136.1% | +6.0% | +130.1% | +115.9% |
| All | +97.9% | +11.7% | +86.2% | +65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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