+223.5%
CB vs AMKR
+503.2%
-279.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -1.0% | +0.2% |
| 7D | -0.5% | +8.9% | -9.4% | -1.3% |
| 30D | -3.1% | -2.7% | -0.4% | -3.1% |
| 3M | +4.2% | -27.5% | +31.6% | +5.6% |
| 6M | +4.7% | +19.4% | -14.7% | -0.6% |
| YTD | +8.8% | +30.7% | -21.9% | +1.4% |
| 1Y | +22.6% | +107.9% | -85.3% | +6.7% |
| 3Y | +70.6% | +136.1% | -65.5% | +39.5% |
| 5Y | +99.4% | +96.6% | +2.8% | +61.5% |
| 10Y | +223.5% | +535.0% | -311.5% | +93.0% |
| All | +223.5% | +503.2% | -279.7% | +93.0% |
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