+5,640.5%
CAT vs AMKR
+316.3%
+5,324.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | 0.0% | +1.4% |
| 7D | +1.7% | 0.0% | +1.8% | +1.7% |
| 30D | -6.6% | -11.1% | +4.6% | -4.9% |
| 3M | -13.3% | -35.2% | +21.9% | -8.1% |
| 6M | +11.6% | +4.9% | +6.7% | +9.2% |
| YTD | +42.9% | +21.6% | +21.4% | +36.1% |
| 1Y | +95.4% | +98.0% | -2.6% | +71.5% |
| 3Y | +196.6% | +77.8% | +118.7% | +158.0% |
| 5Y | +321.7% | +79.9% | +241.8% | +258.5% |
| 10Y | +1,140.8% | +456.9% | +683.9% | +744.0% |
| All | +5,640.5% | +316.3% | +5,324.3% | +2,865.1% |
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