+162.9%
RTX vs AMKR
+101.8%
+61.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.9% | -0.7% |
| 7D | -1.6% | +8.9% | -10.5% | -2.1% |
| 30D | -11.6% | -2.7% | -8.9% | -11.6% |
| 3M | +9.2% | -27.5% | +36.6% | +10.2% |
| 6M | -4.4% | +19.4% | -23.8% | -8.4% |
| YTD | +8.9% | +30.7% | -21.8% | +2.7% |
| 1Y | +32.1% | +107.9% | -75.8% | +18.1% |
| 3Y | +151.2% | +136.1% | +15.1% | +110.1% |
| 5Y | +162.9% | +96.6% | +66.3% | +115.5% |
| All | +162.9% | +101.8% | +61.1% | +115.5% |
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