+89.6%
CL vs AMKR
+236.0%
-146.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.7% | +4.5% | +1.8% |
| 7D | +3.2% | +10.0% | -6.8% | +3.1% |
| 30D | +8.0% | -19.4% | +27.5% | +8.2% |
| 3M | +7.9% | -37.4% | +45.2% | +8.4% |
| 6M | +14.7% | -51.5% | +66.2% | +15.4% |
| YTD | +29.2% | -8.1% | +37.2% | +27.1% |
| 1Y | +29.5% | +13.8% | +15.7% | +26.4% |
| 3Y | +40.7% | +59.4% | -18.7% | +32.9% |
| 5Y | +43.9% | +65.9% | -22.0% | +33.4% |
| All | +89.6% | +236.0% | -146.4% | +51.5% |
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 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