+426.8%
JCI vs AMKR
+342.0%
+84.8%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.2% | -5.2% | 0.0% |
| 7D | +5.1% | +11.1% | -6.0% | +3.3% |
| 30D | -3.8% | -8.1% | +4.2% | -2.8% |
| 3M | +1.9% | -25.6% | +27.5% | +5.2% |
| 6M | +11.2% | +22.5% | -11.3% | +5.4% |
| YTD | +22.9% | +29.1% | -6.2% | +14.7% |
| 1Y | +37.4% | +105.7% | -68.3% | +18.0% |
| 3Y | +167.8% | +133.2% | +34.6% | +119.8% |
| 5Y | +115.0% | +98.5% | +16.5% | +77.0% |
| 10Y | +325.3% | +490.6% | -165.3% | +177.9% |
| All | +426.8% | +342.0% | +84.8% | +142.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling