+226.6%
RCL vs AMKR
+88.0%
+138.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.5% | +3.3% | +0.8% |
| 7D | -2.5% | +5.5% | -8.0% | -4.2% |
| 30D | -15.7% | -8.6% | -7.1% | -14.0% |
| 3M | -3.6% | -28.7% | +25.1% | +2.2% |
| 6M | -8.7% | +13.3% | -21.9% | -20.0% |
| YTD | -6.2% | +26.1% | -32.2% | -22.8% |
| 1Y | -22.9% | +101.2% | -124.0% | -49.1% |
| 3Y | +173.6% | +127.7% | +45.8% | +50.6% |
| 5Y | +226.6% | +90.9% | +135.7% | +68.5% |
| All | +226.6% | +88.0% | +138.5% | +68.5% |
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