-41.5%
DIS vs AMKR
+93.2%
-134.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.2% | -6.4% | -1.2% |
| 7D | -1.1% | +11.1% | -12.2% | -2.7% |
| 30D | +0.1% | -8.1% | +8.2% | +1.0% |
| 3M | +7.1% | -25.6% | +32.7% | +9.2% |
| 6M | +4.3% | +22.5% | -18.2% | -5.6% |
| YTD | -6.9% | +29.1% | -36.0% | -17.8% |
| 1Y | -10.3% | +105.7% | -116.0% | -30.1% |
| 3Y | +32.8% | +133.2% | -100.4% | -8.8% |
| 5Y | -41.5% | +98.5% | -140.0% | -61.1% |
| All | -41.5% | +93.2% | -134.6% | -61.1% |
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 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