+8.1%
ORCL vs AMKR
+55.6%
-47.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.1% |
| 7D | -6.5% | -8.4% | +1.9% | -4.5% |
| 30D | -16.6% | -29.8% | +13.3% | -8.7% |
| 3M | -21.6% | -34.7% | +13.1% | -13.3% |
| 6M | -39.4% | -54.9% | +15.5% | -28.5% |
| YTD | -38.7% | -12.3% | -26.4% | -41.2% |
| 1Y | -50.4% | -1.4% | -48.9% | -54.3% |
| 3Y | +8.1% | +51.1% | -43.0% | -18.5% |
| All | +8.1% | +55.6% | -47.5% | -18.5% |
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