+176.8%
CLF vs AMKR
+232.0%
-55.2%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +10.5% | -8.4% | -0.3% |
| 7D | +2.3% | +6.8% | -4.5% | +0.7% |
| 30D | +1.9% | -20.8% | +22.7% | +7.5% |
| 3M | +5.9% | -29.7% | +35.6% | +14.1% |
| 6M | +16.9% | -50.2% | +67.1% | +32.9% |
| YTD | -1.1% | -3.0% | +2.0% | -5.8% |
| 1Y | +28.8% | +12.0% | +16.8% | +18.1% |
| 3Y | -20.6% | +67.0% | -87.6% | -35.5% |
| 5Y | -41.5% | +76.5% | -118.0% | -53.9% |
| 10Y | +87.5% | +257.3% | -169.7% | +21.5% |
| All | +176.8% | +232.0% | -55.2% | +32.5% |
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 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