+192.5%
JNJ vs AMKR
+547.1%
-354.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.4% | -4.7% | -0.4% |
| 7D | -3.5% | +8.3% | -11.8% | -3.7% |
| 30D | +2.3% | -6.8% | +9.1% | +2.4% |
| 3M | +12.0% | -31.9% | +43.9% | +12.9% |
| 6M | +10.5% | +18.4% | -7.9% | +8.2% |
| YTD | +30.4% | +31.7% | -1.3% | +26.6% |
| 1Y | +52.1% | +105.2% | -53.1% | +43.9% |
| 3Y | +77.8% | +147.7% | -69.9% | +62.5% |
| 5Y | +82.9% | +99.4% | -16.5% | +66.8% |
| All | +192.5% | +547.1% | -354.6% | +119.5% |
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 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