+310.3%
APH vs AMKR
+56.8%
+253.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +6.6% | +1.6% | +6.0% |
| 7D | +1.1% | -5.3% | +6.4% | +3.0% |
| 30D | -7.5% | -28.7% | +21.3% | +3.1% |
| 3M | -4.4% | -36.6% | +32.1% | +9.7% |
| 6M | +26.5% | -54.2% | +80.6% | +56.6% |
| YTD | +20.0% | -10.9% | +31.0% | +15.2% |
| 1Y | +16.9% | +1.3% | +15.5% | +6.7% |
| 3Y | +288.5% | +60.0% | +228.5% | +182.2% |
| 5Y | +310.3% | +59.3% | +251.0% | +174.2% |
| All | +310.3% | +56.8% | +253.5% | +174.2% |
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