-56.0%
KHC vs AMKR
+519.6%
-575.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.5% | +2.7% | -0.7% |
| 7D | -2.5% | +5.5% | -8.0% | -2.8% |
| 30D | +0.5% | -8.6% | +9.1% | +0.9% |
| 3M | +3.0% | -28.7% | +31.8% | +4.1% |
| 6M | +6.6% | +13.3% | -6.6% | +3.1% |
| YTD | +5.8% | +26.1% | -20.3% | +0.6% |
| 1Y | -2.2% | +101.2% | -103.4% | -11.6% |
| 3Y | -12.5% | +127.7% | -140.3% | -24.3% |
| 5Y | -13.6% | +90.9% | -104.5% | -25.8% |
| All | -56.0% | +519.6% | -575.6% | -71.0% |
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