+358.8%
APP vs AMKR
+93.2%
+265.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +6.2% | -8.8% | -5.1% |
| 7D | +0.1% | +11.1% | -11.0% | -4.1% |
| 30D | -10.0% | -8.1% | -2.0% | -8.0% |
| 3M | -44.6% | -25.6% | -19.1% | -41.6% |
| 6M | -37.9% | +22.5% | -60.4% | -51.0% |
| YTD | -53.7% | +29.1% | -82.8% | -64.8% |
| 1Y | -43.0% | +105.7% | -148.7% | -67.2% |
| 3Y | +640.8% | +133.2% | +507.6% | +252.7% |
| 5Y | +358.8% | +98.5% | +260.3% | +108.7% |
| All | +358.8% | +93.2% | +265.7% | +108.7% |
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