+367.9%
APP vs AMKR
+121.3%
+246.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.2% | -3.5% | -2.7% |
| 7D | -4.4% | +8.9% | -13.2% | -7.7% |
| 30D | -10.0% | -2.7% | -7.3% | -10.1% |
| 3M | -41.4% | -27.5% | -14.0% | -37.3% |
| 6M | -41.0% | +19.4% | -60.4% | -52.6% |
| YTD | -54.7% | +30.7% | -85.4% | -65.5% |
| 1Y | -45.3% | +107.9% | -153.3% | -68.3% |
| 3Y | +624.3% | +136.1% | +488.2% | +253.1% |
| 5Y | +329.1% | +96.6% | +232.5% | +102.9% |
| All | +367.9% | +121.3% | +246.5% | +97.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling