+91.1%
AMKR vs ZBH
-28.6%
+119.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.1% | +3.3% | +4.1% |
| 7D | +8.3% | -4.7% | +13.0% | +9.6% |
| 30D | -6.8% | -4.5% | -2.3% | -5.9% |
| 3M | -31.9% | +7.6% | -39.5% | -35.1% |
| 6M | +18.4% | +0.3% | +18.1% | +15.7% |
| YTD | +31.7% | +4.5% | +27.1% | +26.2% |
| 1Y | +105.2% | -9.4% | +114.6% | +106.2% |
| 3Y | +147.7% | -21.5% | +169.2% | +163.3% |
| All | +91.1% | -28.6% | +119.7% | +94.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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