+57.7%
AZN vs AMKR
+96.3%
-38.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.4% | -4.1% | +0.2% |
| 7D | -1.6% | +8.3% | -9.8% | -1.8% |
| 30D | +1.1% | -6.8% | +7.8% | +1.2% |
| 3M | -12.1% | -31.9% | +19.8% | -11.2% |
| 6M | -17.1% | +18.4% | -35.5% | -19.9% |
| YTD | -12.0% | +31.7% | -43.6% | -15.9% |
| 1Y | -0.2% | +105.2% | -105.5% | -8.3% |
| 3Y | +26.8% | +147.7% | -121.0% | +11.8% |
| All | +57.7% | +96.3% | -38.6% | +32.2% |
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