+1,112.1%
PSX vs AMKR
+803.7%
+308.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.2% |
| 7D | +4.5% | 0.0% | +4.6% | +4.5% |
| 30D | +26.6% | -11.1% | +37.8% | +28.8% |
| 3M | +39.3% | -35.2% | +74.4% | +46.8% |
| 6M | +56.8% | +4.9% | +51.9% | +46.5% |
| YTD | +101.8% | +21.6% | +80.2% | +80.3% |
| 1Y | +99.6% | +98.0% | +1.6% | +57.8% |
| 3Y | +140.3% | +77.8% | +62.5% | +83.9% |
| 5Y | +339.3% | +79.9% | +259.4% | +219.7% |
| 10Y | +369.9% | +456.9% | -87.0% | +134.3% |
| All | +1,112.1% | +803.7% | +308.4% | +391.2% |
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 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