+75.5%
ASML vs AMKR
+48.3%
+27.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +7.6% | -2.6% | +1.1% |
| 7D | -9.0% | -16.9% | +7.9% | -0.2% |
| 30D | -21.0% | -37.2% | +16.3% | -0.4% |
| 3M | -16.3% | -39.3% | +23.0% | +6.1% |
| 6M | -7.5% | -57.4% | +49.8% | +34.6% |
| YTD | +34.0% | -16.5% | +50.5% | +29.4% |
| 1Y | +39.3% | -6.0% | +45.3% | +24.4% |
| 3Y | +128.9% | +46.2% | +82.7% | +40.3% |
| All | +75.5% | +48.3% | +27.2% | -3.5% |
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