+67.8%
CSX vs AMKR
+79.9%
-12.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.6% |
| 7D | -3.4% | 0.0% | -3.3% | -3.4% |
| 30D | -3.1% | -11.1% | +8.1% | -1.8% |
| 3M | +7.2% | -35.2% | +42.3% | +11.4% |
| 6M | +16.2% | +4.9% | +11.3% | +11.1% |
| YTD | +37.5% | +21.6% | +16.0% | +27.3% |
| 1Y | +53.2% | +98.0% | -44.8% | +28.8% |
| 3Y | +68.2% | +77.8% | -9.6% | +35.3% |
| All | +67.8% | +79.9% | -12.1% | +27.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling