+681.8%
CL vs AMKR
+186.0%
+495.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +7.6% | -9.8% | -2.4% |
| 7D | +1.3% | -16.9% | +18.2% | +1.9% |
| 30D | +11.4% | -37.2% | +48.6% | +13.0% |
| 3M | +4.4% | -39.3% | +43.7% | +6.0% |
| 6M | +10.8% | -57.4% | +68.2% | +13.2% |
| YTD | +25.1% | -16.5% | +41.6% | +23.9% |
| 1Y | +28.0% | -6.0% | +33.9% | +25.9% |
| 3Y | +37.6% | +46.2% | -8.5% | +30.9% |
| 5Y | +39.7% | +49.3% | -9.6% | +31.4% |
| 10Y | +75.8% | +239.3% | -163.5% | +53.9% |
| All | +681.8% | +186.0% | +495.9% | +438.3% |
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