+33.1%
CVS vs AMKR
+88.0%
-54.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.4% | +0.1% |
| 7D | -2.0% | +5.5% | -7.5% | -2.2% |
| 30D | +1.9% | -8.6% | +10.5% | +2.2% |
| 3M | -2.2% | -28.7% | +26.5% | -1.2% |
| 6M | +26.7% | +13.3% | +13.5% | +23.5% |
| YTD | +22.9% | +26.1% | -3.2% | +18.4% |
| 1Y | +32.9% | +101.2% | -68.3% | +23.4% |
| 3Y | +62.3% | +127.7% | -65.5% | +44.0% |
| All | +33.1% | +88.0% | -54.9% | +14.2% |
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