+1,157.1%
CAT vs AMKR
+503.2%
+653.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.1% | -1.2% |
| 7D | +2.9% | +8.9% | -5.9% | +0.6% |
| 30D | -2.6% | -2.7% | +0.1% | -2.3% |
| 3M | -10.7% | -27.5% | +16.8% | -4.7% |
| 6M | +16.1% | +19.4% | -3.2% | +7.7% |
| YTD | +43.2% | +30.7% | +12.5% | +28.6% |
| 1Y | +96.8% | +107.9% | -11.1% | +55.2% |
| 3Y | +201.4% | +136.1% | +65.2% | +119.7% |
| 5Y | +332.7% | +96.6% | +236.1% | +214.9% |
| 10Y | +1,157.1% | +535.0% | +622.1% | +473.2% |
| All | +1,157.1% | +503.2% | +653.9% | +473.2% |
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 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