+98.5%
AMKR vs UAL
+131.8%
-33.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.8% | +9.0% | +7.4% |
| 7D | +11.1% | +3.5% | +7.7% | +9.3% |
| 30D | -8.1% | -16.5% | +8.4% | -0.3% |
| 3M | -25.6% | +2.8% | -28.4% | -26.8% |
| 6M | +22.5% | +17.6% | +4.9% | +12.9% |
| YTD | +29.1% | -3.2% | +32.3% | +28.7% |
| 1Y | +105.7% | +0.4% | +105.3% | +101.2% |
| 3Y | +133.2% | +128.2% | +5.1% | +52.5% |
| 5Y | +98.5% | +137.7% | -39.2% | +19.5% |
| All | +98.5% | +131.8% | -33.2% | +19.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling