+695.6%
AVGO vs AMKR
+88.0%
+607.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.5% | +2.6% | +0.5% |
| 7D | +1.0% | +5.5% | -4.5% | -1.3% |
| 30D | -13.3% | -8.6% | -4.7% | -10.6% |
| 3M | -2.9% | -28.7% | +25.8% | +6.7% |
| 6M | +5.7% | +13.3% | -7.6% | -8.8% |
| YTD | +4.6% | +26.1% | -21.4% | -16.7% |
| 1Y | -1.6% | +101.2% | -102.8% | -40.3% |
| 3Y | +336.2% | +127.7% | +208.5% | +140.4% |
| 5Y | +695.6% | +90.9% | +604.8% | +326.1% |
| All | +695.6% | +88.0% | +607.6% | +326.1% |
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