+170.1%
KDP vs AMKR
+519.6%
-349.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.5% | +1.6% | -1.7% |
| 7D | -4.3% | +5.5% | -9.8% | -4.6% |
| 30D | +7.8% | -8.6% | +16.4% | +8.2% |
| 3M | -0.1% | -28.7% | +28.7% | +1.0% |
| 6M | +14.0% | +13.3% | +0.7% | +11.0% |
| YTD | +15.1% | +26.1% | -11.0% | +10.7% |
| 1Y | +18.5% | +101.2% | -82.7% | +9.6% |
| 3Y | +2.9% | +127.7% | -124.9% | -8.1% |
| 5Y | +3.0% | +90.9% | -87.9% | -8.5% |
| All | +170.1% | +519.6% | -349.5% | +98.8% |
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