+52.1%
JNJ vs AMKR
+109.2%
-57.1%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.4% | -4.7% | 0.0% |
| 7D | -3.5% | +8.3% | -11.8% | -2.9% |
| 30D | +2.3% | -6.8% | +9.1% | +2.0% |
| 3M | +12.0% | -31.9% | +43.9% | +10.1% |
| 6M | +10.5% | +18.4% | -7.9% | +10.7% |
| YTD | +30.4% | +31.7% | -1.3% | +31.6% |
| 1Y | +52.1% | +105.2% | -53.1% | +65.4% |
| All | +52.1% | +109.2% | -57.1% | +65.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling