+361.0%
ORLY vs AMKR
+547.1%
-186.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.4% | -4.1% | 0.0% |
| 7D | -2.4% | +8.3% | -10.6% | -3.0% |
| 30D | -6.8% | -6.8% | 0.0% | -6.5% |
| 3M | -4.8% | -31.9% | +27.2% | -2.8% |
| 6M | -9.1% | +18.4% | -27.4% | -12.7% |
| YTD | -5.9% | +31.7% | -37.6% | -11.2% |
| 1Y | -20.4% | +105.2% | -125.6% | -29.1% |
| 3Y | +36.6% | +147.7% | -111.2% | +14.3% |
| 5Y | +117.3% | +99.4% | +18.0% | +81.3% |
| All | +361.0% | +547.1% | -186.1% | +183.8% |
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