+340.5%
JCI vs AMKR
+547.1%
-206.7%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.4% | -2.2% | +1.2% |
| 7D | +0.7% | +8.3% | -7.6% | -1.1% |
| 30D | -4.4% | -6.8% | +2.3% | -3.3% |
| 3M | +1.7% | -31.9% | +33.6% | +8.5% |
| 6M | +8.8% | +18.4% | -9.6% | +1.1% |
| YTD | +22.6% | +31.7% | -9.0% | +9.7% |
| 1Y | +36.2% | +105.2% | -69.0% | +8.0% |
| 3Y | +168.0% | +147.7% | +20.3% | +93.3% |
| 5Y | +113.5% | +99.4% | +14.1% | +55.5% |
| All | +340.5% | +547.1% | -206.7% | +104.8% |
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