+45.2%
AMZN vs AMKR
+88.0%
-42.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.5% | +3.3% | +0.7% |
| 7D | -2.7% | +5.5% | -8.2% | -4.1% |
| 30D | -7.5% | -8.6% | +1.1% | -6.2% |
| 3M | +5.8% | -28.7% | +34.6% | +10.6% |
| 6M | +17.5% | +13.3% | +4.3% | +4.7% |
| YTD | +9.1% | +26.1% | -16.9% | -8.2% |
| 1Y | +9.4% | +101.2% | -91.8% | -23.1% |
| 3Y | +82.2% | +127.7% | -45.5% | +10.4% |
| 5Y | +45.2% | +90.9% | -45.7% | -14.9% |
| All | +45.2% | +88.0% | -42.8% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMKR.
Daily Out/Under-Performance
Portfolio return minus AMKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMKR 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 AMKR 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