+115.0%
FCX vs AMKR
+88.0%
+27.0%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -3.5% | -3.0% | -5.3% |
| 7D | -1.9% | +5.5% | -7.4% | -3.6% |
| 30D | +3.4% | -8.6% | +12.0% | +6.0% |
| 3M | +15.0% | -28.7% | +43.7% | +25.1% |
| 6M | +14.6% | +13.3% | +1.4% | +3.2% |
| YTD | +41.2% | +26.1% | +15.1% | +20.4% |
| 1Y | +60.4% | +101.2% | -40.8% | +11.7% |
| 3Y | +88.4% | +127.7% | -39.3% | +13.4% |
| 5Y | +115.0% | +90.9% | +24.2% | +29.0% |
| All | +115.0% | +88.0% | +27.0% | +29.0% |
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 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