+4,179.1%
CAT vs AMKR
+223.5%
+3,955.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.6% | +3.2% | +1.0% |
| 7D | +9.3% | +21.7% | -12.4% | +5.8% |
| 30D | -21.5% | -22.0% | +0.5% | -18.5% |
| 3M | -29.1% | -33.1% | +4.0% | -24.7% |
| 6M | -33.4% | -49.3% | +16.0% | -26.9% |
| YTD | +6.6% | -5.5% | +12.1% | +5.2% |
| 1Y | +6.5% | +8.4% | -1.9% | +2.8% |
| 3Y | +162.7% | +62.7% | +100.0% | +132.3% |
| 5Y | +214.2% | +70.5% | +143.7% | +169.9% |
| 10Y | +705.2% | +248.1% | +457.2% | +485.4% |
| All | +4,179.1% | +223.5% | +3,955.6% | +2,193.5% |
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 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