+117.0%
AXP vs AMKR
+79.9%
+37.1%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -1.5% |
| 7D | -2.1% | 0.0% | -2.1% | -2.1% |
| 30D | -6.5% | -11.1% | +4.6% | -4.8% |
| 3M | +4.6% | -35.2% | +39.8% | +10.7% |
| 6M | +5.4% | +4.9% | +0.5% | -2.7% |
| YTD | -11.1% | +21.6% | -32.7% | -22.2% |
| 1Y | -0.3% | +98.0% | -98.3% | -25.2% |
| 3Y | +111.6% | +77.8% | +33.7% | +50.3% |
| All | +117.0% | +79.9% | +37.1% | +42.3% |
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