+920.2%
FISV vs AMKR
+347.4%
+572.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.2% | -5.6% | -4.5% |
| 7D | -6.4% | +8.9% | -15.3% | -7.6% |
| 30D | -6.8% | -2.7% | -4.1% | -6.8% |
| 3M | -10.0% | -27.5% | +17.5% | -8.1% |
| 6M | -20.6% | +19.4% | -40.0% | -25.9% |
| YTD | -27.6% | +30.7% | -58.3% | -33.8% |
| 1Y | -64.3% | +107.9% | -172.2% | -70.0% |
| 3Y | -60.0% | +136.1% | -196.1% | -68.2% |
| 5Y | -57.7% | +96.6% | -154.3% | -66.3% |
| 10Y | -3.0% | +535.0% | -538.0% | -40.0% |
| All | +920.2% | +347.4% | +572.8% | +368.7% |
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 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