-1.6%
PFE vs AMKR
+130.1%
-131.7%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +6.2% | -8.5% | -2.5% |
| 7D | -2.7% | +11.1% | -13.8% | -2.9% |
| 30D | +3.8% | -8.1% | +11.9% | +4.0% |
| 3M | +10.4% | -25.6% | +36.0% | +10.8% |
| 6M | +6.3% | +22.5% | -16.2% | +3.0% |
| YTD | +17.4% | +29.1% | -11.7% | +12.9% |
| 1Y | +21.1% | +105.7% | -84.6% | +12.9% |
| 3Y | -1.6% | +133.2% | -134.8% | -17.4% |
| All | -1.6% | +130.1% | -131.7% | -17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling