+2,896.3%
KLAC vs AMKR
+547.1%
+2,349.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.4% | -2.5% | -0.4% |
| 7D | -2.7% | +8.3% | -11.0% | -6.9% |
| 30D | -13.2% | -6.8% | -6.4% | -10.6% |
| 3M | -25.0% | -31.9% | +6.9% | -9.9% |
| 6M | +23.6% | +18.4% | +5.2% | +9.8% |
| YTD | +49.2% | +31.7% | +17.5% | +23.5% |
| 1Y | +89.3% | +105.2% | -15.9% | +20.8% |
| 3Y | +274.4% | +147.7% | +126.6% | +107.8% |
| 5Y | +440.9% | +99.4% | +341.6% | +223.2% |
| All | +2,896.3% | +547.1% | +2,349.2% | +874.5% |
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 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