+1,577.1%
CB vs AMKR
+205.0%
+1,372.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.6% | -7.1% | -1.0% |
| 7D | -1.5% | -5.3% | +3.8% | -1.2% |
| 30D | +6.5% | -28.7% | +35.3% | +9.4% |
| 3M | +4.1% | -36.6% | +40.6% | +7.6% |
| 6M | +14.4% | -54.2% | +68.6% | +20.1% |
| YTD | +17.5% | -10.9% | +28.4% | +14.0% |
| 1Y | +27.5% | +1.3% | +26.2% | +21.8% |
| 3Y | +71.6% | +60.0% | +11.6% | +51.3% |
| 5Y | +100.6% | +59.3% | +41.4% | +73.1% |
| 10Y | +243.0% | +237.3% | +5.7% | +158.5% |
| All | +1,577.1% | +205.0% | +1,372.1% | +868.4% |
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