+147.7%
AMKR vs YUM
+17.9%
+129.9%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.1% | +6.5% | +4.5% |
| 7D | +8.3% | -6.1% | +14.3% | +8.6% |
| 30D | -6.8% | -5.8% | -0.9% | -6.6% |
| 3M | -31.9% | -7.6% | -24.3% | -31.9% |
| 6M | +18.4% | -9.1% | +27.5% | +18.7% |
| YTD | +31.7% | -5.5% | +37.2% | +30.3% |
| 1Y | +105.2% | -3.7% | +109.0% | +101.9% |
| 3Y | +147.7% | +17.8% | +129.9% | +117.6% |
| All | +147.7% | +17.9% | +129.9% | +117.6% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 3y: compounded portfolio wealth divided by compounded YUM 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…
3y analysis · Full analysis span regression · 6 months rolling