+2.0%
FISV vs AMKR
+547.1%
-545.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +4.4% | +1.0% | +4.7% |
| 7D | -2.7% | +8.3% | -11.0% | -4.0% |
| 30D | 0.0% | -6.8% | +6.8% | +0.7% |
| 3M | -2.8% | -31.9% | +29.2% | +0.7% |
| 6M | -11.8% | +18.4% | -30.2% | -19.3% |
| YTD | -23.2% | +31.7% | -54.9% | -31.9% |
| 1Y | -62.0% | +105.2% | -167.2% | -69.7% |
| 3Y | -57.6% | +147.7% | -205.4% | -69.3% |
| 5Y | -53.4% | +99.4% | -152.8% | -66.2% |
| All | +2.0% | +547.1% | -545.1% | -51.7% |
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