+391.8%
KO vs AMKR
+331.6%
+60.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.5% |
| 6M | +14.3% | +13.3% | +1.0% | +12.3% |
| YTD | +27.3% | +26.1% | +1.2% | +24.2% |
| 1Y | +33.2% | +101.2% | -68.0% | +26.6% |
| 3Y | +64.5% | +127.7% | -63.3% | +53.4% |
| 5Y | +83.1% | +90.9% | -7.8% | +70.4% |
| 10Y | +183.9% | +512.5% | -328.6% | +142.9% |
| All | +391.8% | +331.6% | +60.3% | +251.6% |
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