+111.4%
DAL vs AMKR
+64.2%
+47.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.4% | +0.4% |
| 7D | -1.1% | +10.0% | -11.1% | -4.0% |
| 30D | +12.8% | -19.4% | +32.3% | +18.6% |
| 3M | -5.3% | -37.4% | +32.1% | +6.4% |
| 6M | +22.4% | -51.5% | +73.8% | +42.4% |
| YTD | +25.6% | -8.1% | +33.7% | +11.9% |
| 1Y | +45.5% | +13.8% | +31.7% | +18.8% |
| 3Y | +161.0% | +59.4% | +101.6% | +66.2% |
| All | +111.4% | +64.2% | +47.3% | +19.0% |
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 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