+5.0%
KDP vs AMKR
+101.8%
-96.8%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.7% | -1.5% |
| 7D | -1.6% | +8.9% | -10.4% | -1.7% |
| 30D | +9.5% | -2.7% | +12.2% | +9.5% |
| 3M | +2.6% | -27.5% | +30.1% | +3.0% |
| 6M | +15.6% | +19.4% | -3.8% | +13.5% |
| YTD | +17.3% | +30.7% | -13.4% | +14.4% |
| 1Y | +20.1% | +107.9% | -87.8% | +14.5% |
| 3Y | +4.9% | +136.1% | -131.2% | -3.3% |
| 5Y | +5.0% | +96.6% | -91.6% | -2.5% |
| All | +5.0% | +101.8% | -96.8% | -2.5% |
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 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