+1,425.9%
AXP vs AMKR
+232.0%
+1,193.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +10.5% | -10.6% | -2.0% |
| 7D | -2.9% | +6.8% | -9.7% | -4.4% |
| 30D | +3.7% | -20.8% | +24.5% | +7.2% |
| 3M | -4.9% | -29.7% | +24.8% | -0.4% |
| 6M | +4.1% | -50.2% | +54.2% | +13.0% |
| YTD | -11.7% | -3.0% | -8.7% | -16.9% |
| 1Y | -11.7% | +12.0% | -23.7% | -19.4% |
| 3Y | +116.5% | +67.0% | +49.5% | +76.6% |
| 5Y | +89.5% | +76.5% | +13.0% | +49.5% |
| 10Y | +424.9% | +257.3% | +167.6% | +237.9% |
| All | +1,425.9% | +232.0% | +1,193.9% | +508.3% |
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 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