+520.8%
APP vs AMKR
+64.2%
+456.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +10.5% | -8.2% | -1.3% |
| 7D | +48.9% | +6.8% | +42.1% | +43.1% |
| 30D | +49.4% | -20.8% | +70.2% | +59.3% |
| 3M | +27.0% | -29.7% | +56.7% | +39.0% |
| 6M | -15.4% | -50.2% | +34.8% | -0.1% |
| YTD | -39.9% | -3.0% | -36.9% | -50.5% |
| 1Y | -32.0% | +12.0% | -43.9% | -48.2% |
| 3Y | +824.3% | +67.0% | +757.4% | +401.9% |
| 5Y | +252.4% | +76.5% | +175.9% | +72.4% |
| All | +520.8% | +64.2% | +456.6% | +184.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling