+267.4%
RTX vs AMKR
+236.0%
+31.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +0.5% |
| 7D | +4.8% | +10.0% | -5.2% | +3.2% |
| 30D | +6.5% | -19.4% | +25.9% | +9.2% |
| 3M | -9.6% | -37.4% | +27.7% | -4.3% |
| 6M | +12.3% | -51.5% | +63.8% | +20.7% |
| YTD | +9.5% | -8.1% | +17.5% | +2.5% |
| 1Y | +15.8% | +13.8% | +2.0% | +3.7% |
| 3Y | +157.0% | +59.4% | +97.6% | +100.3% |
| 5Y | +148.8% | +65.9% | +83.0% | +81.7% |
| All | +267.4% | +236.0% | +31.4% | +86.3% |
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 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