+412.6%
CSX vs AMKR
+253.7%
+158.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.6% | -3.9% | +1.6% |
| 7D | -2.2% | -5.3% | +3.1% | -1.6% |
| 30D | +6.8% | -28.7% | +35.6% | +12.4% |
| 3M | +0.7% | -36.6% | +37.3% | +7.4% |
| 6M | +13.3% | -54.2% | +67.4% | +25.0% |
| YTD | +40.5% | -10.9% | +51.4% | +33.0% |
| 1Y | +44.7% | +1.3% | +43.3% | +32.8% |
| 3Y | +74.5% | +60.0% | +14.5% | +35.9% |
| 5Y | +52.0% | +59.3% | -7.3% | +13.3% |
| 10Y | +412.6% | +237.3% | +175.4% | +167.5% |
| All | +412.6% | +253.7% | +158.9% | +167.5% |
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 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