+4,779.1%
COST vs AMKR
+347.4%
+4,431.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.1% | -1.0% |
| 7D | -2.8% | +8.9% | -11.6% | -3.6% |
| 30D | -5.3% | -2.7% | -2.6% | -5.3% |
| 3M | -6.7% | -27.5% | +20.8% | -5.2% |
| 6M | -9.9% | +19.4% | -29.3% | -13.9% |
| YTD | +5.1% | +30.7% | -25.6% | -1.0% |
| 1Y | -7.3% | +107.9% | -115.2% | -17.4% |
| 3Y | +70.4% | +136.1% | -65.7% | +46.6% |
| 5Y | +104.4% | +96.6% | +7.8% | +76.1% |
| 10Y | +609.0% | +535.0% | +74.0% | +409.4% |
| All | +4,779.1% | +347.4% | +4,431.7% | +2,358.0% |
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 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