+284.4%
DIS vs AMKR
+205.0%
+79.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.6% | -4.6% | +1.1% |
| 7D | +5.3% | -5.3% | +10.6% | +5.8% |
| 30D | +10.2% | -28.7% | +39.0% | +14.9% |
| 3M | +13.5% | -36.6% | +50.1% | +19.5% |
| 6M | +11.1% | -54.2% | +65.3% | +19.8% |
| YTD | +5.5% | -10.9% | +16.4% | +1.5% |
| 1Y | +9.1% | +1.3% | +7.8% | +2.7% |
| 3Y | +36.0% | +60.0% | -24.0% | +15.3% |
| 5Y | -29.8% | +59.3% | -89.1% | -41.6% |
| 10Y | +36.6% | +237.3% | -200.7% | -5.1% |
| All | +284.4% | +205.0% | +79.4% | +91.5% |
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