+177.9%
KO vs AMKR
+519.6%
-341.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.5% | +3.9% | +0.5% |
| 7D | -1.1% | +5.5% | -6.6% | -1.3% |
| 30D | +1.6% | -8.6% | +10.2% | +1.8% |
| 3M | +5.8% | -28.7% | +34.5% | +6.4% |
| 6M | +14.3% | +13.3% | +1.0% | +11.5% |
| YTD | +27.3% | +26.1% | +1.2% | +22.8% |
| 1Y | +33.2% | +101.2% | -68.0% | +23.9% |
| 3Y | +64.5% | +127.7% | -63.3% | +47.4% |
| 5Y | +83.1% | +90.9% | -7.8% | +63.2% |
| All | +177.9% | +519.6% | -341.7% | +104.9% |
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