+123.9%
SBUX vs AMKR
+547.1%
-423.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.4% | -4.9% | -1.3% |
| 7D | -5.5% | +8.3% | -13.8% | -7.0% |
| 30D | -8.5% | -6.8% | -1.7% | -7.7% |
| 3M | -2.9% | -31.9% | +29.0% | +1.6% |
| 6M | -1.5% | +18.4% | -19.9% | -9.5% |
| YTD | +19.4% | +31.7% | -12.3% | +6.1% |
| 1Y | +22.9% | +105.2% | -82.3% | -2.0% |
| 3Y | +11.3% | +147.7% | -136.4% | -18.7% |
| 5Y | -6.9% | +99.4% | -106.2% | -31.7% |
| All | +123.9% | +547.1% | -423.2% | +17.3% |
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