+91.1%
AMKR vs ULTA
+44.7%
+46.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.1% | +2.4% | +3.7% |
| 7D | +8.3% | -3.1% | +11.4% | +9.4% |
| 30D | -6.8% | +2.8% | -9.6% | -8.2% |
| 3M | -31.9% | +14.8% | -46.7% | -36.4% |
| 6M | +18.4% | -16.2% | +34.6% | +24.7% |
| YTD | +31.7% | -9.6% | +41.3% | +34.2% |
| 1Y | +105.2% | +4.8% | +100.5% | +95.3% |
| 3Y | +147.7% | +30.7% | +117.1% | +100.3% |
| All | +91.1% | +44.7% | +46.4% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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