+331.2%
RCL vs AMKR
+519.6%
-188.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.5% | +3.3% | +1.0% |
| 7D | -2.5% | +5.5% | -8.0% | -4.5% |
| 30D | -15.7% | -8.6% | -7.1% | -13.8% |
| 3M | -3.6% | -28.7% | +25.1% | +2.9% |
| 6M | -8.7% | +13.3% | -21.9% | -20.8% |
| YTD | -6.2% | +26.1% | -32.2% | -23.8% |
| 1Y | -22.9% | +101.2% | -124.0% | -50.1% |
| 3Y | +173.6% | +127.7% | +45.8% | +53.4% |
| 5Y | +226.6% | +90.9% | +135.7% | +87.4% |
| All | +331.2% | +519.6% | -188.4% | +43.9% |
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