+440.3%
AXP vs AMKR
+253.7%
+186.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.6% | -5.6% | -0.5% |
| 7D | -1.1% | -5.3% | +4.2% | -0.3% |
| 30D | +5.2% | -28.7% | +34.0% | +12.8% |
| 3M | -4.6% | -36.6% | +32.0% | +4.0% |
| 6M | +3.2% | -54.2% | +57.4% | +17.4% |
| YTD | -11.3% | -10.9% | -0.4% | -18.4% |
| 1Y | -11.0% | +1.3% | -12.3% | -21.6% |
| 3Y | +120.2% | +60.0% | +60.1% | +57.7% |
| 5Y | +91.7% | +59.3% | +32.5% | +30.9% |
| 10Y | +440.3% | +237.3% | +203.1% | +145.1% |
| All | +440.3% | +253.7% | +186.6% | +145.1% |
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 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