+147.7%
AMKR vs ZBRA
+35.9%
+111.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.8% | +2.6% | +3.4% |
| 7D | +8.3% | -3.4% | +11.7% | +10.2% |
| 30D | -6.8% | -7.4% | +0.6% | -2.7% |
| 3M | -31.9% | +57.5% | -89.5% | -49.4% |
| 6M | +18.4% | +64.0% | -45.6% | -15.4% |
| YTD | +31.7% | +44.3% | -12.6% | +0.4% |
| 1Y | +105.2% | +10.9% | +94.4% | +86.1% |
| 3Y | +147.7% | +37.5% | +110.2% | +89.7% |
| All | +147.7% | +35.9% | +111.8% | +89.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling