+752.8%
CVS vs AMKR
+347.4%
+405.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -2.0% | -0.8% |
| 7D | -1.9% | +8.9% | -10.8% | -2.6% |
| 30D | -0.3% | -2.7% | +2.4% | -0.3% |
| 3M | -1.1% | -27.5% | +26.3% | +0.4% |
| 6M | +23.7% | +19.4% | +4.3% | +19.6% |
| YTD | +23.0% | +30.7% | -7.7% | +17.5% |
| 1Y | +37.2% | +107.9% | -70.8% | +25.3% |
| 3Y | +62.4% | +136.1% | -73.7% | +43.6% |
| 5Y | +31.8% | +96.6% | -64.8% | +16.2% |
| 10Y | +41.9% | +535.0% | -493.1% | +7.9% |
| All | +752.8% | +347.4% | +405.3% | +374.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling