+4,593.8%
ORCL vs AMKR
+316.3%
+4,277.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.8% | +1.3% | +2.7% |
| 7D | +5.3% | 0.0% | +5.3% | +5.3% |
| 30D | +10.0% | -11.1% | +21.1% | +12.3% |
| 3M | -32.6% | -35.2% | +2.6% | -27.8% |
| 6M | +4.9% | +4.9% | +0.1% | +0.2% |
| YTD | -17.8% | +21.6% | -39.3% | -24.6% |
| 1Y | -28.0% | +98.0% | -126.0% | -41.2% |
| 3Y | +36.0% | +77.8% | -41.8% | +9.8% |
| 5Y | +88.7% | +79.9% | +8.8% | +46.7% |
| 10Y | +346.9% | +456.9% | -110.0% | +140.2% |
| All | +4,593.8% | +316.3% | +4,277.6% | +1,322.4% |
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