+111.9%
KMI vs AMKR
+664.8%
-552.9%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.2% | -3.0% | -2.0% |
| 7D | -1.8% | +8.9% | -10.6% | -3.2% |
| 30D | +0.1% | -2.7% | +2.8% | +0.1% |
| 3M | +1.2% | -27.5% | +28.6% | +4.2% |
| 6M | -3.9% | +19.4% | -23.3% | -11.2% |
| YTD | +17.5% | +30.7% | -13.2% | +5.4% |
| 1Y | +22.6% | +107.9% | -85.3% | -1.2% |
| 3Y | +116.3% | +136.1% | -19.8% | +60.9% |
| 5Y | +157.6% | +96.6% | +61.0% | +90.2% |
| 10Y | +136.6% | +535.0% | -398.4% | +18.6% |
| All | +111.9% | +664.8% | -552.9% | -7.6% |
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