+5,760.6%
CRM vs AMKR
+548.6%
+5,212.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.4% | -2.5% | +0.8% |
| 7D | -4.4% | +8.3% | -12.7% | -6.4% |
| 30D | +28.1% | -6.8% | +34.9% | +29.6% |
| 3M | +48.8% | -31.9% | +80.8% | +56.2% |
| 6M | +28.3% | +18.4% | +9.9% | +12.8% |
| YTD | -6.0% | +31.7% | -37.7% | -21.2% |
| 1Y | +1.4% | +105.2% | -103.8% | -26.1% |
| 3Y | +11.8% | +147.7% | -135.9% | -26.9% |
| 5Y | -2.0% | +99.4% | -101.4% | -34.3% |
| 10Y | +239.6% | +539.7% | -300.1% | +41.6% |
| All | +5,760.6% | +548.6% | +5,212.0% | +1,519.3% |
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