+120.6%
IBM vs AMKR
+101.8%
+18.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.2% | +2.1% | +3.3% |
| 7D | +3.6% | +8.9% | -5.3% | +2.9% |
| 30D | +1.5% | -2.7% | +4.2% | +1.5% |
| 3M | -12.9% | -27.5% | +14.5% | -12.2% |
| 6M | -3.9% | +19.4% | -23.3% | -10.1% |
| YTD | -17.3% | +30.7% | -48.0% | -24.3% |
| 1Y | -5.0% | +107.9% | -112.9% | -19.6% |
| 3Y | +78.2% | +136.1% | -57.9% | +42.5% |
| 5Y | +120.6% | +96.6% | +24.0% | +74.3% |
| All | +120.6% | +101.8% | +18.8% | +74.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling