+148.5%
RTX vs AMKR
+71.3%
+77.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.6% | +1.1% | -1.3% |
| 7D | +3.4% | +21.7% | -18.4% | +2.2% |
| 30D | +8.4% | -22.0% | +30.4% | +9.6% |
| 3M | -10.7% | -33.1% | +22.4% | -9.1% |
| 6M | +11.7% | -49.3% | +61.0% | +14.5% |
| YTD | +9.3% | -5.5% | +14.8% | +4.7% |
| 1Y | +13.3% | +8.4% | +4.9% | +6.8% |
| 3Y | +156.1% | +62.7% | +93.4% | +118.7% |
| 5Y | +148.5% | +70.5% | +78.0% | +97.9% |
| All | +148.5% | +71.3% | +77.2% | +97.9% |
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 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