+32.8%
PFE vs AMKR
+547.1%
-514.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.4% | -4.2% | 0.0% |
| 7D | -2.6% | +8.3% | -10.9% | -3.1% |
| 30D | +5.4% | -6.8% | +12.1% | +5.6% |
| 3M | +7.8% | -31.9% | +39.7% | +9.5% |
| 6M | +5.0% | +18.4% | -13.3% | +1.8% |
| YTD | +17.1% | +31.7% | -14.6% | +12.1% |
| 1Y | +19.3% | +105.2% | -85.9% | +10.1% |
| 3Y | -0.9% | +147.7% | -148.7% | -12.1% |
| 5Y | -20.8% | +99.4% | -120.1% | -29.8% |
| All | +32.8% | +547.1% | -514.3% | -1.0% |
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