+108.6%
ASML vs AMKR
+79.9%
+28.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.8% | +2.4% | +3.3% |
| 7D | +1.1% | 0.0% | +1.1% | +1.1% |
| 30D | +2.2% | -11.1% | +13.3% | +7.6% |
| 3M | -2.3% | -35.2% | +32.9% | +16.5% |
| 6M | +23.0% | +4.9% | +18.1% | +10.5% |
| YTD | +61.1% | +21.6% | +39.5% | +30.4% |
| 1Y | +129.1% | +98.0% | +31.1% | +36.3% |
| 3Y | +165.4% | +77.8% | +87.5% | +53.4% |
| All | +108.6% | +79.9% | +28.7% | +7.3% |
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