+147.9%
OXY vs AMKR
+96.3%
+51.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.4% | -4.0% | 0.0% |
| 7D | +2.8% | +8.3% | -5.5% | +1.9% |
| 30D | +5.5% | -6.8% | +12.2% | +6.0% |
| 3M | +11.3% | -31.9% | +43.3% | +14.8% |
| 6M | +11.6% | +18.4% | -6.8% | +3.9% |
| YTD | +51.6% | +31.7% | +19.9% | +36.5% |
| 1Y | +36.2% | +105.2% | -69.0% | +10.7% |
| 3Y | +1.7% | +147.7% | -146.0% | -25.5% |
| All | +147.9% | +96.3% | +51.6% | +95.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling