+1,282.4%
CVX vs AMKR
+342.0%
+940.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.2% | -5.6% | 0.0% |
| 7D | -0.6% | +11.1% | -11.7% | -1.6% |
| 30D | +13.4% | -8.1% | +21.5% | +14.0% |
| 3M | +11.8% | -25.6% | +37.4% | +13.4% |
| 6M | +12.4% | +22.5% | -10.0% | +7.4% |
| YTD | +41.5% | +29.1% | +12.4% | +33.7% |
| 1Y | +41.6% | +105.7% | -64.1% | +26.7% |
| 3Y | +42.2% | +133.2% | -91.0% | +22.9% |
| 5Y | +166.0% | +98.5% | +67.4% | +128.8% |
| 10Y | +207.2% | +490.6% | -283.4% | +129.5% |
| All | +1,282.4% | +342.0% | +940.4% | +854.0% |
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