+40.0%
CVS vs AMKR
+547.1%
-507.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.4% | -5.1% | -1.1% |
| 7D | -2.2% | +8.3% | -10.4% | -2.9% |
| 30D | -0.1% | -6.8% | +6.7% | +0.3% |
| 3M | -5.2% | -31.9% | +26.7% | -2.9% |
| 6M | +26.9% | +18.4% | +8.5% | +21.4% |
| YTD | +22.1% | +31.7% | -9.6% | +14.7% |
| 1Y | +30.8% | +105.2% | -74.4% | +16.1% |
| 3Y | +54.4% | +147.7% | -93.4% | +29.2% |
| 5Y | +33.4% | +99.4% | -66.0% | +11.2% |
| All | +40.0% | +547.1% | -507.1% | -11.1% |
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