+159.7%
GILD vs AMKR
+547.1%
-387.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.4% | -5.2% | -1.0% |
| 7D | -4.8% | +8.3% | -13.1% | -5.3% |
| 30D | +5.8% | -6.8% | +12.6% | +6.0% |
| 3M | +14.9% | -31.9% | +46.9% | +16.6% |
| 6M | -0.4% | +18.4% | -18.7% | -3.7% |
| YTD | +18.5% | +31.7% | -13.1% | +13.2% |
| 1Y | +25.1% | +105.2% | -80.1% | +14.9% |
| 3Y | +105.9% | +147.7% | -41.8% | +81.4% |
| 5Y | +143.0% | +99.4% | +43.6% | +113.3% |
| All | +159.7% | +547.1% | -387.4% | +85.6% |
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