+413.4%
CSX vs AMKR
+254.5%
+159.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +10.5% | -8.9% | -0.2% |
| 7D | -0.3% | +6.8% | -7.1% | -1.8% |
| 30D | +8.7% | -20.8% | +29.5% | +12.2% |
| 3M | +4.2% | -29.7% | +33.9% | +9.1% |
| 6M | +16.7% | -50.2% | +66.8% | +26.8% |
| YTD | +44.5% | -3.0% | +47.5% | +34.7% |
| 1Y | +50.3% | +12.0% | +38.3% | +35.4% |
| 3Y | +76.3% | +67.0% | +9.3% | +36.6% |
| 5Y | +58.1% | +76.5% | -18.4% | +15.6% |
| All | +413.4% | +254.5% | +159.0% | +162.9% |
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