+147.5%
GE vs AMKR
+547.1%
-399.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.4% | -4.6% | -1.2% |
| 7D | -4.0% | +8.3% | -12.3% | -5.8% |
| 30D | -11.4% | -6.8% | -4.6% | -10.5% |
| 3M | -2.6% | -31.9% | +29.3% | +3.2% |
| 6M | -0.3% | +18.4% | -18.7% | -9.4% |
| YTD | +5.4% | +31.7% | -26.3% | -7.9% |
| 1Y | +15.5% | +105.2% | -89.7% | -11.2% |
| 3Y | +260.8% | +147.7% | +113.0% | +150.4% |
| 5Y | +421.6% | +99.4% | +322.3% | +265.0% |
| All | +147.5% | +547.1% | -399.6% | +16.7% |
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