+506.6%
APP vs AMKR
+48.6%
+458.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -3.0% |
| 7D | +61.1% | -8.4% | +69.5% | +63.3% |
| 30D | +42.8% | -29.8% | +72.6% | +59.0% |
| 3M | +16.7% | -34.7% | +51.4% | +30.9% |
| 6M | -15.6% | -54.9% | +39.3% | +3.3% |
| YTD | -41.3% | -12.3% | -29.0% | -49.8% |
| 1Y | -39.3% | -1.4% | -37.9% | -51.3% |
| 3Y | +803.2% | +51.1% | +752.1% | +408.6% |
| 5Y | +313.2% | +62.6% | +250.6% | +108.6% |
| All | +506.6% | +48.6% | +458.0% | +187.9% |
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 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