+535.0%
AMKR vs UAL
+98.4%
+436.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.3% | +1.7% |
| 7D | +8.9% | -1.1% | +10.0% | +9.3% |
| 30D | -2.7% | -13.4% | +10.7% | +3.2% |
| 3M | -27.5% | -2.3% | -25.2% | -27.0% |
| 6M | +19.4% | +13.3% | +6.1% | +12.6% |
| YTD | +30.7% | -4.2% | +34.9% | +31.3% |
| 1Y | +107.9% | +1.4% | +106.5% | +103.8% |
| 3Y | +136.1% | +125.8% | +10.3% | +59.4% |
| 5Y | +96.6% | +130.0% | -33.4% | +25.8% |
| 10Y | +535.0% | +104.2% | +430.8% | +300.0% |
| All | +535.0% | +98.4% | +436.6% | +300.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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