+114.9%
AXP vs AMKR
+59.6%
+55.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.7% | +3.5% | +1.1% |
| 7D | -0.1% | +10.0% | -10.1% | -1.5% |
| 30D | +4.4% | -19.4% | +23.9% | +6.9% |
| 3M | -6.4% | -37.4% | +30.9% | -1.4% |
| 6M | +4.2% | -51.5% | +55.6% | +11.6% |
| YTD | -12.4% | -8.1% | -4.3% | -19.7% |
| 1Y | -11.1% | +13.8% | -24.9% | -23.0% |
| 3Y | +114.9% | +59.4% | +55.5% | +49.0% |
| All | +114.9% | +59.6% | +55.3% | +49.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling