+108.8%
JCI vs AMKR
+88.0%
+20.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.5% | +2.1% | -0.6% |
| 7D | +0.4% | +5.5% | -5.1% | -0.9% |
| 30D | -7.7% | -8.6% | +0.9% | -6.2% |
| 3M | +2.8% | -28.7% | +31.5% | +8.6% |
| 6M | +7.2% | +13.3% | -6.0% | +0.3% |
| YTD | +20.0% | +26.1% | -6.1% | +7.7% |
| 1Y | +33.3% | +101.2% | -67.9% | +4.2% |
| 3Y | +161.3% | +127.7% | +33.6% | +83.4% |
| 5Y | +108.8% | +90.9% | +17.9% | +43.8% |
| All | +108.8% | +88.0% | +20.7% | +43.8% |
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 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