-6.5%
IBM vs AMKR
+96.6%
-103.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.5% | +1.1% | -2.6% |
| 7D | -0.3% | +5.5% | -5.8% | 0.0% |
| 30D | -1.8% | -8.6% | +6.8% | -2.3% |
| 3M | -13.5% | -28.7% | +15.3% | -15.0% |
| 6M | -5.1% | +13.3% | -18.4% | -10.0% |
| YTD | -19.4% | +26.1% | -45.5% | -24.7% |
| 1Y | -6.5% | +101.2% | -107.7% | -16.5% |
| All | -6.5% | +96.6% | -103.1% | -16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling