+464.9%
AXP vs AMKR
+494.5%
-29.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.2% | -6.2% | -1.5% |
| 7D | +0.6% | +11.1% | -10.5% | -2.0% |
| 30D | -4.3% | -8.1% | +3.7% | -3.0% |
| 3M | +4.7% | -25.6% | +30.3% | +8.4% |
| 6M | +9.0% | +22.5% | -13.5% | -3.8% |
| YTD | -11.1% | +29.1% | -40.2% | -23.9% |
| 1Y | +1.3% | +105.7% | -104.4% | -25.5% |
| 3Y | +114.5% | +133.2% | -18.7% | +42.7% |
| 5Y | +118.0% | +98.5% | +19.5% | +44.1% |
| 10Y | +464.9% | +490.6% | -25.7% | +129.4% |
| All | +464.9% | +494.5% | -29.6% | +129.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling