+20.5%
BMY vs AMKR
+135.2%
-114.7%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.4% | -4.6% | -0.2% |
| 7D | -4.8% | +8.3% | -13.0% | -4.7% |
| 30D | -0.1% | -6.8% | +6.7% | -0.1% |
| 3M | +13.1% | -31.9% | +45.1% | +13.0% |
| 6M | +8.4% | +18.4% | -10.0% | +6.0% |
| YTD | +22.0% | +31.7% | -9.7% | +18.6% |
| 1Y | +40.3% | +105.2% | -65.0% | +34.6% |
| 3Y | +20.5% | +147.7% | -127.2% | +3.5% |
| All | +20.5% | +135.2% | -114.7% | +3.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling