+239.9%
QCOM vs AMKR
+231.0%
+8.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +1.8% |
| 7D | +5.5% | -8.4% | +13.9% | +8.8% |
| 30D | -1.1% | -29.8% | +28.7% | +12.2% |
| 3M | +7.6% | -34.7% | +42.3% | +23.7% |
| 6M | -20.1% | -54.9% | +34.8% | +2.6% |
| YTD | +3.0% | -12.3% | +15.3% | -2.3% |
| 1Y | +3.2% | -1.4% | +4.7% | -7.4% |
| 3Y | +48.9% | +51.1% | -2.2% | +7.4% |
| 5Y | +21.1% | +62.6% | -41.5% | -16.7% |
| All | +239.9% | +231.0% | +8.9% | +60.0% |
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