+355.9%
APH vs AMKR
+79.9%
+276.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.3% |
| 7D | +5.0% | 0.0% | +5.0% | +4.9% |
| 30D | -3.9% | -11.1% | +7.3% | -0.6% |
| 3M | +13.0% | -35.2% | +48.1% | +26.1% |
| 6M | +25.2% | +4.9% | +20.3% | +16.3% |
| YTD | +22.9% | +21.6% | +1.3% | +7.4% |
| 1Y | +47.8% | +98.0% | -50.2% | +7.1% |
| 3Y | +283.0% | +77.8% | +205.2% | +170.8% |
| All | +355.9% | +79.9% | +276.0% | +196.1% |
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