-42.5%
KHC vs AMKR
+574.8%
-617.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.7% | +5.3% | +2.7% |
| 7D | +2.0% | +10.0% | -8.0% | +1.5% |
| 30D | +10.6% | -19.4% | +30.1% | +11.6% |
| 3M | +0.5% | -37.4% | +37.9% | +2.7% |
| 6M | +12.1% | -51.5% | +63.5% | +15.2% |
| YTD | +8.9% | -8.1% | +17.0% | +5.0% |
| 1Y | +7.5% | +13.8% | -6.3% | +1.3% |
| 3Y | -10.7% | +59.4% | -70.1% | -21.3% |
| 5Y | -13.2% | +65.9% | -79.0% | -26.0% |
| 10Y | -50.6% | +238.6% | -289.2% | -65.5% |
| All | -42.5% | +574.8% | -617.4% | -62.6% |
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