+251.7%
CB vs AMKR
+236.0%
+15.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.7% | +3.8% | +1.3% |
| 7D | +2.9% | +10.0% | -7.1% | +2.1% |
| 30D | +7.3% | -19.4% | +26.7% | +8.8% |
| 3M | +9.4% | -37.4% | +46.8% | +12.9% |
| 6M | +19.6% | -51.5% | +71.1% | +24.4% |
| YTD | +21.5% | -8.1% | +29.6% | +15.7% |
| 1Y | +28.0% | +13.8% | +14.2% | +18.4% |
| 3Y | +74.9% | +59.4% | +15.5% | +47.1% |
| 5Y | +108.1% | +65.9% | +42.3% | +67.0% |
| All | +251.7% | +236.0% | +15.7% | +117.1% |
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 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