+33.3%
ORCL vs AMKR
+130.1%
-96.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.2% | -3.8% | +0.8% |
| 7D | +15.0% | +11.1% | +3.9% | +12.1% |
| 30D | +10.5% | -8.1% | +18.6% | +12.3% |
| 3M | -23.0% | -25.6% | +2.6% | -19.7% |
| 6M | +7.0% | +22.5% | -15.5% | -3.7% |
| YTD | -15.8% | +29.1% | -44.9% | -26.5% |
| 1Y | -31.1% | +105.7% | -136.8% | -48.6% |
| 3Y | +33.3% | +133.2% | -99.9% | -8.2% |
| All | +33.3% | +130.1% | -96.8% | -8.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling