+333.5%
CAT vs AMKR
+93.2%
+240.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.2% | -5.1% | -0.7% |
| 7D | +5.6% | +11.1% | -5.6% | +2.4% |
| 30D | -2.3% | -8.1% | +5.7% | -0.4% |
| 3M | -10.0% | -25.6% | +15.6% | -4.2% |
| 6M | +21.2% | +22.5% | -1.2% | +11.3% |
| YTD | +44.4% | +29.1% | +15.4% | +29.5% |
| 1Y | +96.3% | +105.7% | -9.4% | +53.5% |
| 3Y | +203.9% | +133.2% | +70.7% | +117.4% |
| 5Y | +333.5% | +98.5% | +235.0% | +201.8% |
| All | +333.5% | +93.2% | +240.3% | +201.8% |
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 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