+246.0%
ORCL vs AMKR
+227.2%
+18.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.2% |
| 7D | -6.5% | -8.4% | +1.9% | -4.9% |
| 30D | -16.6% | -29.8% | +13.3% | -10.1% |
| 3M | -21.6% | -34.7% | +13.1% | -14.7% |
| 6M | -39.4% | -54.9% | +15.5% | -30.3% |
| YTD | -38.7% | -12.3% | -26.4% | -39.9% |
| 1Y | -50.4% | -1.4% | -48.9% | -52.7% |
| 3Y | +8.1% | +51.1% | -43.0% | -9.4% |
| 5Y | +34.5% | +62.6% | -28.0% | +7.4% |
| 10Y | +246.0% | +233.1% | +13.0% | +107.6% |
| All | +246.0% | +227.2% | +18.8% | +107.6% |
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 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