+528.2%
AMKR vs ZBRA
+435.2%
+92.9%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.8% | +2.6% | +3.3% |
| 7D | +8.3% | -3.4% | +11.7% | +10.5% |
| 30D | -6.8% | -7.4% | +0.6% | -2.0% |
| 3M | -31.9% | +57.5% | -89.5% | -51.4% |
| 6M | +18.4% | +64.0% | -45.6% | -18.8% |
| YTD | +31.7% | +44.3% | -12.6% | -3.4% |
| 1Y | +105.2% | +10.9% | +94.4% | +80.1% |
| 3Y | +147.7% | +37.5% | +110.2% | +80.6% |
| 5Y | +99.4% | -39.7% | +139.0% | +146.0% |
| All | +528.2% | +435.2% | +92.9% | +148.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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