+1,415.9%
AXP vs AMKR
+186.0%
+1,229.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +7.6% | -8.9% | -2.6% |
| 7D | +0.6% | -16.9% | +17.5% | +3.6% |
| 30D | +5.8% | -37.2% | +43.0% | +14.2% |
| 3M | -6.0% | -39.3% | +33.3% | +1.2% |
| 6M | +0.3% | -57.4% | +57.7% | +12.1% |
| YTD | -12.3% | -16.5% | +4.2% | -15.0% |
| 1Y | -11.2% | -6.0% | -5.3% | -16.3% |
| 3Y | +117.0% | +46.2% | +70.9% | +81.6% |
| 5Y | +93.2% | +49.3% | +43.8% | +57.2% |
| 10Y | +461.2% | +239.3% | +221.9% | +265.7% |
| All | +1,415.9% | +186.0% | +1,229.9% | +521.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling