+32.9%
DIS vs AMKR
+265.8%
-232.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +10.5% | -10.2% | -1.4% |
| 7D | +0.6% | +6.8% | -6.3% | -0.8% |
| 30D | +10.3% | -20.8% | +31.1% | +13.7% |
| 3M | +15.6% | -29.7% | +45.3% | +20.5% |
| 6M | +15.1% | -50.2% | +65.3% | +24.1% |
| YTD | +6.0% | -3.0% | +9.0% | -2.3% |
| 1Y | +5.7% | +12.0% | -6.3% | -5.9% |
| 3Y | +39.8% | +67.0% | -27.2% | +7.3% |
| 5Y | -23.9% | +76.5% | -100.4% | -44.3% |
| 10Y | +32.9% | +257.3% | -224.3% | -27.0% |
| All | +32.9% | +265.8% | -232.9% | -27.0% |
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