+4,404.4%
DELL vs AMKR
+547.1%
+3,857.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +4.4% | +7.5% | +10.4% |
| 7D | +8.2% | +8.3% | -0.1% | +5.4% |
| 30D | +17.1% | -6.8% | +23.9% | +19.9% |
| 3M | +45.2% | -31.9% | +77.1% | +62.6% |
| 6M | +286.8% | +18.4% | +268.4% | +254.5% |
| YTD | +354.8% | +31.7% | +323.1% | +293.8% |
| 1Y | +358.3% | +105.2% | +253.0% | +233.4% |
| 3Y | +724.9% | +147.7% | +577.2% | +454.1% |
| 5Y | +1,193.7% | +99.4% | +1,094.3% | +781.9% |
| All | +4,404.4% | +547.1% | +3,857.3% | +1,863.0% |
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