+4,782.6%
DELL vs AMKR
+515.2%
+4,267.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -1.0% | -0.2% |
| 7D | +8.7% | +8.9% | -0.1% | +5.5% |
| 30D | +16.9% | -2.7% | +19.6% | +17.7% |
| 3M | +40.4% | -27.5% | +67.9% | +53.7% |
| 6M | +267.1% | +19.4% | +247.7% | +234.9% |
| YTD | +329.1% | +30.7% | +298.4% | +271.9% |
| 1Y | +346.9% | +107.9% | +239.0% | +223.1% |
| 3Y | +696.6% | +136.1% | +560.5% | +442.0% |
| 5Y | +1,106.2% | +96.6% | +1,009.6% | +724.8% |
| 10Y | +4,177.7% | +535.0% | +3,642.7% | +1,735.6% |
| All | +4,782.6% | +515.2% | +4,267.4% | +2,062.1% |
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