-11.7%
AXP vs AMKR
+10.3%
-22.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +10.5% | -10.6% | -0.5% |
| 7D | -2.9% | +6.8% | -9.7% | -3.2% |
| 30D | +3.7% | -20.8% | +24.5% | +4.6% |
| 3M | -4.9% | -29.7% | +24.8% | -3.8% |
| 6M | +4.1% | -50.2% | +54.2% | +6.4% |
| YTD | -11.7% | -3.0% | -8.7% | -19.5% |
| 1Y | -11.7% | +12.0% | -23.7% | -23.5% |
| All | -11.7% | +10.3% | -22.0% | -23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling