+414.1%
CARR vs AMKR
+819.3%
-405.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.5% | +1.3% | -1.4% |
| 7D | -4.1% | +5.5% | -9.6% | -5.4% |
| 30D | -11.0% | -8.6% | -2.4% | -9.5% |
| 3M | -16.4% | -28.7% | +12.3% | -11.5% |
| 6M | -2.4% | +13.3% | -15.6% | -8.9% |
| YTD | +8.4% | +26.1% | -17.6% | -2.8% |
| 1Y | -8.0% | +101.2% | -109.2% | -28.3% |
| 3Y | +0.6% | +127.7% | -127.2% | -27.8% |
| 5Y | +7.7% | +90.9% | -83.1% | -23.1% |
| All | +414.1% | +819.3% | -405.2% | +181.4% |
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