+856.7%
OXY vs AMKR
+347.4%
+509.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.2% | +0.9% |
| 7D | +0.6% | +8.9% | -8.2% | -0.5% |
| 30D | +4.5% | -2.7% | +7.2% | +4.6% |
| 3M | +8.9% | -27.5% | +36.4% | +11.5% |
| 6M | +12.5% | +19.4% | -6.9% | +6.0% |
| YTD | +50.5% | +30.7% | +19.8% | +38.9% |
| 1Y | +38.6% | +107.9% | -69.3% | +18.8% |
| 3Y | -1.2% | +136.1% | -137.4% | -18.9% |
| 5Y | +161.6% | +96.6% | +65.0% | +115.1% |
| 10Y | +5.3% | +535.0% | -529.7% | -27.4% |
| All | +856.7% | +347.4% | +509.2% | +388.5% |
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 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