+126.4%
DAL vs AMKR
+494.5%
-368.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +6.2% | -7.7% | -3.5% |
| 7D | +3.4% | +11.1% | -7.7% | -0.1% |
| 30D | -13.6% | -8.1% | -5.5% | -11.9% |
| 3M | +1.2% | -25.6% | +26.8% | +6.2% |
| 6M | +34.5% | +22.5% | +12.0% | +16.4% |
| YTD | +14.7% | +29.1% | -14.4% | -4.3% |
| 1Y | +29.2% | +105.7% | -76.4% | -10.0% |
| 3Y | +100.0% | +133.2% | -33.2% | +25.0% |
| 5Y | +106.3% | +98.5% | +7.8% | +29.1% |
| 10Y | +126.4% | +490.6% | -364.2% | -15.0% |
| All | +126.4% | +494.5% | -368.1% | -15.0% |
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 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