-21.4%
PFE vs AMKR
+101.8%
-123.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.3% | -0.1% |
| 7D | -4.3% | +8.9% | -13.1% | -4.5% |
| 30D | +2.7% | -2.7% | +5.4% | +2.7% |
| 3M | +10.0% | -27.5% | +37.4% | +10.7% |
| 6M | +7.2% | +19.4% | -12.2% | +4.5% |
| YTD | +17.3% | +30.7% | -13.4% | +13.4% |
| 1Y | +20.3% | +107.9% | -87.6% | +13.1% |
| 3Y | -1.6% | +136.1% | -137.7% | -10.7% |
| 5Y | -21.4% | +96.6% | -118.0% | -30.2% |
| All | -21.4% | +101.8% | -123.2% | -30.2% |
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