+1,297.7%
RCL vs AMKR
+214.7%
+1,083.0%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.1% | +1.0% |
| 7D | -1.2% | +10.0% | -11.2% | -3.6% |
| 30D | +17.8% | -19.4% | +37.3% | +22.6% |
| 3M | +4.9% | -37.4% | +42.3% | +14.7% |
| 6M | +23.7% | -51.5% | +75.2% | +39.1% |
| YTD | +17.8% | -8.1% | +25.9% | +11.4% |
| 1Y | +28.9% | +13.8% | +15.1% | +15.3% |
| 3Y | +241.9% | +59.4% | +182.5% | +169.4% |
| 5Y | +295.4% | +65.9% | +229.5% | +205.5% |
| 10Y | +344.1% | +238.6% | +105.5% | +176.9% |
| All | +1,297.7% | +214.7% | +1,083.0% | +395.2% |
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