+1,117.5%
KDP vs AMKR
+334.0%
+783.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -1.0% |
| 7D | +1.3% | 0.0% | +1.3% | +1.3% |
| 30D | +6.0% | -11.1% | +17.1% | +6.8% |
| 3M | +9.2% | -35.2% | +44.4% | +11.8% |
| 6M | +14.7% | +4.9% | +9.8% | +11.5% |
| YTD | +19.2% | +21.6% | -2.4% | +13.6% |
| 1Y | +15.2% | +98.0% | -82.9% | +3.8% |
| 3Y | +6.0% | +77.8% | -71.9% | -6.2% |
| 5Y | +5.4% | +79.9% | -74.5% | -9.0% |
| 10Y | +171.9% | +456.9% | -285.0% | +89.6% |
| All | +1,117.5% | +334.0% | +783.5% | +618.5% |
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 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