+216.5%
AZN vs AMKR
+547.1%
-330.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.4% | -4.1% | 0.0% |
| 7D | -1.6% | +8.3% | -9.8% | -2.1% |
| 30D | +1.1% | -6.8% | +7.8% | +1.3% |
| 3M | -12.1% | -31.9% | +19.8% | -10.6% |
| 6M | -17.1% | +18.4% | -35.5% | -20.3% |
| YTD | -12.0% | +31.7% | -43.6% | -16.5% |
| 1Y | -0.2% | +105.2% | -105.5% | -9.7% |
| 3Y | +26.8% | +147.7% | -121.0% | +9.9% |
| 5Y | +56.9% | +99.4% | -42.5% | +35.4% |
| All | +216.5% | +547.1% | -330.6% | +120.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling