+14.6%
QCOM vs AMKR
+56.8%
-42.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.6% | -3.0% | +0.7% |
| 7D | +5.8% | -5.3% | +11.1% | +8.0% |
| 30D | -2.3% | -28.7% | +26.4% | +12.2% |
| 3M | +2.7% | -36.6% | +39.3% | +22.0% |
| 6M | -21.0% | -54.2% | +33.2% | +4.6% |
| YTD | +1.8% | -10.9% | +12.7% | -8.0% |
| 1Y | +2.4% | +1.3% | +1.1% | -14.7% |
| 3Y | +52.1% | +60.0% | -7.9% | -10.8% |
| 5Y | +14.6% | +59.3% | -44.6% | -38.3% |
| All | +14.6% | +56.8% | -42.1% | -38.3% |
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